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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 | $11,458 | $138,114-91.7% | $125,391-90.9% | $134,545-91.5% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.1pp | 81.2%-22.9pp |
| Annual return | -14.87% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,264 | $5,246-75.9% | $4,816-73.7% | $4,742-73.3% |
| Participant deferral / active EE | $2,538 | $7,801-67.5% | $7,448-65.9% | $6,401-60.4% |
| Admin fee / account holder | $4,646 | $11,570-59.8% | $10,009-53.6% | $11,431-59.4% |