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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 | $1,319 | $95,979-98.6% | $74,551-98.2% | $135,380-99.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 1.32% | 56.97%-55.7pp | 32.53%-31.2pp | 519.81%-518.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $855 | $3,844-77.8% | $3,108-72.5% | $5,609-84.8% |
| Admin fee / account holder | $5,287 | $6,522-18.9% | $5,059+4.5% | $10,828-51.2% |