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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 | $10,764 | $148,582-92.8% | $135,942-92.1% | $139,456-92.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 27.68% | 79.26%-51.6pp | 68.28%-40.6pp | 373.45%-345.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,215 | $8,101-23.3% | $7,759-19.9% | $6,711-7.4% |
| Admin fee / account holder | $3,289 | $12,402-73.5% | $10,764-69.4% | $11,407-71.2% |