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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 | $8,379 | $77,157-89.1% | $108,405-92.3% | $85,847-90.2% |
| Participation rate | 63.3% | 74.7%-11.3pp | 80.1%-16.8pp | 69.3%-6.0pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.55%-905.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,768 | $5,567+3.6% | $6,563-12.1% | $3,952+46.0% |
| Admin fee / account holder | $672 | $5,174-87.0% | $7,297-90.8% | $6,261-89.3% |