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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 | $17,925 | $157,304-88.6% | $141,197-87.3% | $152,909-88.3% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 28.41% | 64.34%-35.9pp | 71.41%-43.0pp | 345.46%-317.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,337 | $7,111-53.1% | $6,710-50.3% | $5,851-43.0% |
| Admin fee / account holder | $1,518 | $12,126-87.5% | $10,265-85.2% | $11,601-86.9% |