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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 | $4,488 | $57,305-92.2% | $86,640-94.8% | $75,173-94.0% |
| Participation rate | 36.1% | 63.2%-27.1pp | 71.7%-35.6pp | 67.2%-31.1pp |
| Annual return | 24.38% | 2674.24%-2649.9pp | 592.52%-568.1pp | 160.72%-136.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,345 | $3,320-59.5% | $4,438-69.7% | $4,126-67.4% |
| Admin fee / account holder | $1,433 | $4,116-65.2% | $5,616-74.5% | $5,651-74.6% |