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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,535 | $180,462-90.3% | $154,111-88.6% | $135,379-87.0% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -4.19% | 888.17%-892.4pp | 735.18%-739.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $1,636 | $6,036-72.9% | $5,298-69.1% | $4,779-65.8% |
| Participant deferral / active EE | $19 | $5,806-99.7% | $5,081-99.6% | $5,609-99.7% |
| Admin fee / account holder | $2,587 | $16,145-84.0% | $13,411-80.7% | $10,828-76.1% |