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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 | $14,692 | $197,603-92.6% | $177,827-91.7% | $158,950-90.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 23.43% | 58.76%-35.3pp | 48.32%-24.9pp | 302.91%-279.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,037 | $8,404-52.0% | $7,713-47.7% | $5,983-32.5% |
| Admin fee / account holder | $373 | $15,402-97.6% | $12,429-97.0% | $11,248-96.7% |