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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 | $2,185 | $138,075-98.4% | $123,552-98.2% | $135,379-98.4% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -6.32% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,182 | $5,152-57.6% | $4,628-52.9% | $4,779-54.3% |
| Participant deferral / active EE | $656 | $6,800-90.3% | $6,426-89.8% | $5,609-88.3% |
| Admin fee / account holder | $997 | $10,917-90.9% | $9,285-89.3% | $10,828-90.8% |