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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 | $13,815 | $183,516-92.5% | $155,534-91.1% | $145,884-90.5% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 13.06% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,674 | $6,467-58.6% | $5,630-52.5% | $6,690-60.0% |
| Admin fee / account holder | $2,273 | $19,293-88.2% | $15,900-85.7% | $13,392-83.0% |