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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 | $4,057 | $107,353-96.2% | $92,903-95.6% | $152,885-97.3% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.5pp | 82.5%-37.0pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $618 | $4,222-85.4% | $3,653-83.1% | $4,763-87.0% |
| Participant deferral / active EE | $1,302 | $4,848-73.1% | $4,238-69.3% | $5,851-77.7% |
| Admin fee / account holder | $482 | $7,081-93.2% | $5,795-91.7% | $11,598-95.8% |