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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 | $5,572 | $45,152-87.7% | $73,836-92.5% | $59,633-90.7% |
| Participation rate | 56.3% | 64.0%-7.8pp | 73.4%-17.2pp | 68.7%-12.4pp |
| Annual return | 6.85% | 27.40%-20.6pp | 2268.06%-2261.2pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,032 | $2,573-21.0% | $3,583-43.3% | $3,192-36.3% |
| Admin fee / account holder | $3,591 | $3,515+2.2% | $4,882-26.4% | $4,297-16.4% |