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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 | $9,940 | $190,862-94.8% | $159,991-93.8% | $134,509-92.6% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -16.55% | 552.59%-569.1pp | 408.82%-425.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $759 | $4,995-84.8% | $4,225-82.0% | $4,741-84.0% |
| Participant deferral / active EE | $884 | $6,924-87.2% | $6,183-85.7% | $6,400-86.2% |
| Admin fee / account holder | $6,652 | $10,495-36.6% | $8,715-23.7% | $11,427-41.8% |