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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 | $13,505 | $228,395-94.1% | $185,861-92.7% | $158,982-91.5% |
| Participation rate | 36.8% | 82.3%-45.5pp | 78.0%-41.2pp | 82.0%-45.1pp |
| Annual return | 34.40% | 40.82%-6.4pp | 35.96%-1.6pp | 302.99%-268.6pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,032 | $6,417-52.8% | $5,634-46.2% | $5,983-49.3% |
| Admin fee / account holder | $303 | $11,869-97.4% | $9,503-96.8% | $11,252-97.3% |