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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 | $5,133 | $162,136-96.8% | $152,301-96.6% | $154,746-96.7% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 29.95% | 91.02%-61.1pp | 80.50%-50.6pp | 172.34%-142.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,637 | $8,341-56.4% | $8,004-54.6% | $6,730-46.0% |
| Admin fee / account holder | $2,556 | $15,759-83.8% | $14,398-82.2% | $14,365-82.2% |