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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 | $15,361 | $165,361-90.7% | $149,715-89.7% | $158,950-90.3% |
| Participation rate | 27.8% | 84.6%-56.8pp | 82.5%-54.7pp | 82.0%-54.2pp |
| Annual return | 16.57% | 348.24%-331.7pp | 276.66%-260.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,854 | $7,182-60.3% | $6,842-58.3% | $5,983-52.3% |
| Admin fee / account holder | $2,782 | $10,808-74.3% | $9,310-70.1% | $11,248-75.3% |