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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 | $15,647 | $183,539-91.5% | $155,556-89.9% | $145,897-89.3% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 10.07% | 61.31%-51.2pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,109 | $6,467-21.0% | $5,631-9.3% | $6,689-23.6% |
| Admin fee / account holder | $574 | $19,275-97.0% | $15,885-96.4% | $13,390-95.7% |