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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 | $2,950 | $77,908-96.2% | $149,696-98.0% | $75,173-96.1% |
| Participation rate | 39.3% | 65.6%-26.3pp | 78.8%-39.5pp | 67.2%-27.9pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,186 | $3,411-65.2% | $5,682-79.1% | $4,126-71.3% |
| Admin fee / account holder | $329 | $5,950-94.5% | $13,212-97.5% | $5,651-94.2% |