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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 | $11,775 | $138,114-91.5% | $125,391-90.6% | $134,545-91.2% |
| Participation rate | 40.9% | 84.5%-43.6pp | 82.4%-41.5pp | 81.2%-40.3pp |
| Annual return | -19.98% | 750.88%-770.9pp | 572.41%-592.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $283 | $5,246-94.6% | $4,816-94.1% | $4,742-94.0% |
| Participant deferral / active EE | $2,850 | $7,801-63.5% | $7,448-61.7% | $6,401-55.5% |
| Admin fee / account holder | $1,089 | $11,570-90.6% | $10,009-89.1% | $11,431-90.5% |