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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 | $8,621 | $212,386-95.9% | $199,883-95.7% | $138,895-93.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $782 | $6,625-88.2% | $6,261-87.5% | $4,194-81.4% |
| Participant deferral / active EE | $4,756 | $9,617-50.5% | $9,138-48.0% | $6,396-25.6% |
| Admin fee / account holder | $1,003 | $18,233-94.5% | $17,268-94.2% | $12,562-92.0% |