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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 | $6,652 | $138,072-95.2% | $123,549-94.6% | $135,382-95.1% |
| Participation rate | 63.2% | 84.7%-21.6pp | 82.3%-19.1pp | 82.6%-19.5pp |
| Annual return | -4.36% | 153.69%-158.1pp | 119.20%-123.6pp | 519.77%-524.1pp |
| Employer contribution / active EE | $925 | $5,152-82.0% | $4,628-80.0% | $4,779-80.6% |
| Participant deferral / active EE | $1,200 | $6,799-82.4% | $6,426-81.3% | $5,609-78.6% |
| Admin fee / account holder | $4,895 | $10,917-55.2% | $9,284-47.3% | $10,829-54.8% |