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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 | $2,249 | $58,275-96.1% | $81,844-97.3% | $80,935-97.2% |
| Participation rate | 17.6% | 63.5%-45.8pp | 72.4%-54.7pp | 67.7%-50.0pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $720 | $3,285-78.1% | $4,323-83.3% | $4,299-83.2% |
| Admin fee / account holder | $325 | $4,749-93.2% | $7,355-95.6% | $6,924-95.3% |