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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 | $3,900 | $154,228-97.5% | $145,433-97.3% | $137,256-97.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 24.09% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,524 | $8,216-57.1% | $7,897-55.4% | $6,407-45.0% |
| Admin fee / account holder | $333,060 | $14,344+2222.0% | $13,129+2436.8% | $12,270+2614.4% |