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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 | $4,383 | $157,296-97.2% | $141,191-96.9% | $152,897-97.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 41.59% | 64.34%-22.8pp | 71.41%-29.8pp | 345.43%-303.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,753 | $7,111-61.3% | $6,710-59.0% | $5,851-52.9% |
| Admin fee / account holder | $590 | $12,125-95.1% | $10,264-94.3% | $11,599-94.9% |