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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 | $7,499 | $55,470-86.5% | $155,556-95.2% | $74,478-89.9% |
| Participation rate | 41.5% | 61.9%-20.4pp | 78.2%-36.7pp | 67.2%-25.7pp |
| Annual return | 442.87% | 269.80%+173.1pp | 64.84%+378.0pp | 1370.56%-927.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,350 | $2,838-52.4% | $5,631-76.0% | $4,350-69.0% |
| Admin fee / account holder | $1,140 | $1,744-34.6% | $15,885-92.8% | $1,946-41.4% |