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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 | $7,100 | $49,896-85.8% | $80,627-91.2% | $75,173-90.6% |
| Participation rate | 68.1% | 55.3%+12.8pp | 67.0%+1.1pp | 67.2%+0.9pp |
| Annual return | 33.38% | 34.67%-1.3pp | 936.76%-903.4pp | 160.72%-127.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,963 | $2,992+32.5% | $4,443-10.8% | $4,126-4.0% |
| Admin fee / account holder | $429 | $3,578-88.0% | $5,381-92.0% | $5,651-92.4% |