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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 | $1,538 | $96,361-98.4% | $80,607-98.1% | $139,456-98.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 38.40% | 1350.95%-1312.6pp | 936.11%-897.7pp | 373.45%-335.1pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,424 | $5,232-72.8% | $4,448-68.0% | $6,711-78.8% |
| Admin fee / account holder | $301 | $6,601-95.4% | $5,379-94.4% | $11,407-97.4% |