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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 | $7,258 | $95,979-92.4% | $74,551-90.3% | $135,380-94.6% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -6.83% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,453 | $2,716-46.5% | $1,961-25.9% | $4,779-69.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $467 | $6,522-92.8% | $5,059-90.8% | $10,828-95.7% |