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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 | $2,020 | $149,040-98.6% | $120,225-98.3% | $137,256-98.5% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 181.34% | 605.68%-424.3pp | 439.23%-257.9pp | 220.34%-39.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,133 | $4,655-75.7% | $3,999-71.7% | $6,407-82.3% |
| Admin fee / account holder | $516 | $6,348-91.9% | $5,696-90.9% | $12,270-95.8% |