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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 | $2,568 | $92,684-97.2% | $82,706-96.9% | $134,509-98.1% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -15.44% | 945.84%-961.3pp | 701.76%-717.2pp | 418.13%-433.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,715 | $4,800-43.4% | $4,394-38.2% | $6,400-57.6% |
| Admin fee / account holder | $902 | $5,982-84.9% | $5,329-83.1% | $11,427-92.1% |