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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 | $18,456 | $160,059-88.5% | $140,019-86.8% | $135,380-86.4% |
| Participation rate | 36.4% | 88.5%-52.2pp | 87.5%-51.1pp | 82.6%-46.3pp |
| Annual return | -6.16% | 911.48%-917.6pp | 651.17%-657.3pp | 519.81%-526.0pp |
| Employer contribution / active EE | $611 | $6,420-90.5% | $5,605-89.1% | $4,779-87.2% |
| Participant deferral / active EE | $3,854 | $7,641-49.6% | $6,927-44.4% | $5,609-31.3% |
| Admin fee / account holder | $20,440 | $13,328+53.4% | $10,705+90.9% | $10,828+88.8% |