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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 | $16,784 | $166,268-89.9% | $165,100-89.8% | $145,897-88.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 19.44% | 100.52%-81.1pp | 70.21%-50.8pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,741 | $6,964-31.9% | $6,035-21.5% | $6,689-29.1% |
| Admin fee / account holder | $2,291 | $16,659-86.2% | $12,696-82.0% | $13,390-82.9% |