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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 | $13,735 | $183,539-92.5% | $155,556-91.2% | $145,897-90.6% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 69.59% | 61.31%+8.3pp | 64.84%+4.8pp | 552.29%-482.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,464 | $6,467-46.4% | $5,631-38.5% | $6,689-48.2% |
| Admin fee / account holder | $391 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |