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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 | $14,892 | $138,072-89.2% | $123,549-87.9% | $135,382-89.0% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -6.71% | 153.69%-160.4pp | 119.20%-125.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $956 | $5,152-81.4% | $4,628-79.3% | $4,779-80.0% |
| Participant deferral / active EE | $834 | $6,799-87.7% | $6,426-87.0% | $5,609-85.1% |
| Admin fee / account holder | $595 | $10,917-94.6% | $9,284-93.6% | $10,829-94.5% |