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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 | $20,893 | $180,459-88.4% | $154,108-86.4% | $135,380-84.6% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -4.39% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,064 | $6,035-82.4% | $5,298-79.9% | $4,779-77.7% |
| Participant deferral / active EE | $4,739 | $5,806-18.4% | $5,081-6.7% | $5,609-15.5% |
| Admin fee / account holder | $344 | $16,145-97.9% | $13,411-97.4% | $10,828-96.8% |