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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 | $19,920 | $138,075-85.6% | $123,552-83.9% | $135,379-85.3% |
| Participation rate | 41.2% | 84.7%-43.6pp | 82.3%-41.1pp | 82.6%-41.5pp |
| Annual return | -8.41% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $915 | $5,152-82.2% | $4,628-80.2% | $4,779-80.9% |
| Participant deferral / active EE | $1,230 | $6,800-81.9% | $6,426-80.9% | $5,609-78.1% |
| Admin fee / account holder | $2,078 | $10,917-81.0% | $9,285-77.6% | $10,828-80.8% |