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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 | $703 | $125,778-99.4% | $114,563-99.4% | $154,746-99.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 8.49% | 295.14%-286.6pp | 241.09%-232.6pp | 172.34%-163.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,027 | $4,445-76.9% | $4,142-75.2% | $6,730-84.7% |
| Admin fee / account holder | $992 | $8,190-87.9% | $7,623-87.0% | $14,365-93.1% |