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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 | $1,142 | $92,766-98.8% | $82,763-98.6% | $134,545-99.2% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -14.50% | 946.97%-961.5pp | 702.45%-716.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $482 | $3,273-85.3% | $3,008-84.0% | $4,742-89.8% |
| Participant deferral / active EE | $577 | $4,802-88.0% | $4,395-86.9% | $6,401-91.0% |
| Admin fee / account holder | $10,958 | $5,978+83.3% | $5,325+105.8% | $11,431-4.1% |