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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 | $8,283 | $165,361-95.0% | $149,715-94.5% | $158,950-94.8% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 45.07% | 348.24%-303.2pp | 276.66%-231.6pp | 302.91%-257.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,231 | $7,182-27.2% | $6,842-23.5% | $5,983-12.6% |
| Admin fee / account holder | $428 | $10,808-96.0% | $9,310-95.4% | $11,248-96.2% |