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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 | $5,881 | $156,398-96.2% | $147,318-96.0% | $138,895-95.8% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-35.9pp | 79.9%-33.8pp |
| Annual return | 16.95% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,939 | $8,237-64.3% | $7,906-62.8% | $6,396-54.0% |
| Admin fee / account holder | $3,462 | $14,976-76.9% | $13,708-74.7% | $12,562-72.4% |