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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 | $4,919 | $106,549-95.4% | $91,225-94.6% | $134,509-96.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -12.17% | 160.73%-172.9pp | 114.10%-126.3pp | 418.13%-430.3pp |
| Employer contribution / active EE | $704 | $3,331-78.9% | $2,851-75.3% | $4,741-85.1% |
| Participant deferral / active EE | $330 | $4,719-93.0% | $4,234-92.2% | $6,400-94.8% |
| Admin fee / account holder | $11,450 | $6,234+83.7% | $5,422+111.2% | $11,427+0.2% |