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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 | $10,040 | $159,934-93.7% | $147,005-93.2% | $145,959-93.1% |
| Participation rate | 30.4% | 84.0%-53.6pp | 82.2%-51.7pp | 80.3%-49.8pp |
| Annual return | 19.91% | 98.24%-78.3pp | 418.76%-398.9pp | 561.95%-542.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,156 | $8,427-50.7% | $8,070-48.5% | $6,689-37.9% |
| Admin fee / account holder | $2,171 | $15,053-85.6% | $13,006-83.3% | $13,398-83.8% |