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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 | $8,403 | $109,872-92.4% | $98,483-91.5% | $167,536-95.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 20.84% | 1959.31%-1938.5pp | 1494.38%-1473.5pp | 478.82%-458.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,233 | $4,673+33.4% | $4,276+45.7% | $6,342-1.7% |
| Admin fee / account holder | $2,463 | $6,757-63.6% | $5,953-58.6% | $12,315-80.0% |