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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 | $18,127 | $165,381-89.0% | $149,730-87.9% | $158,966-88.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.57% | 348.29%-339.7pp | 276.70%-268.1pp | 302.95%-294.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,109 | $7,182-56.7% | $6,843-54.6% | $5,983-48.0% |
| Admin fee / account holder | $4,033 | $10,809-62.7% | $9,310-56.7% | $11,250-64.2% |