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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,286 | $88,754-98.6% | $81,820-98.4% | $145,877-99.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.25% | 1031.77%-1020.5pp | 777.93%-766.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,650 | $4,648-43.0% | $4,323-38.7% | $6,691-60.4% |
| Admin fee / account holder | $16,520 | $8,424+96.1% | $7,391+123.5% | $13,402+23.3% |