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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 | $1,883 | $73,421-97.4% | $66,439-97.2% | $155,188-98.8% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 22.13% | 1382.37%-1360.2pp | 757.66%-735.5pp | 148.84%-126.7pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,911 | $4,680+4.9% | $3,876+26.7% | $6,531-24.8% |
| Admin fee / account holder | $6,856 | $8,856-22.6% | $6,173+11.1% | $14,480-52.6% |