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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 | $15,456 | $85,766-82.0% | $136,298-88.7% | $70,126-78.0% |
| Participation rate | 38.6% | 74.2%-35.5pp | 81.9%-43.3pp | 69.5%-30.9pp |
| Annual return | 24.90% | 31.46%-6.6pp | 5156.27%-5131.4pp | 73.15%-48.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,080 | $5,051+0.6% | $6,247-18.7% | $3,332+52.5% |
| Admin fee / account holder | $1,907 | $5,421-64.8% | $9,244-79.4% | $4,645-59.0% |