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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 | $19,324 | $166,268-88.4% | $165,100-88.3% | $145,897-86.8% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.6%-35.1pp | 80.3%-36.8pp |
| Annual return | 12.00% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,030 | $6,964-56.5% | $6,035-49.8% | $6,689-54.7% |
| Admin fee / account holder | $8,731 | $16,659-47.6% | $12,696-31.2% | $13,390-34.8% |