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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 | $22,583 | $183,978-87.7% | $162,171-86.1% | $152,885-85.2% |
| Participation rate | 52.6% | 88.5%-35.9pp | 87.6%-34.9pp | 82.5%-29.8pp |
| Annual return | 25.83% | 150.78%-124.9pp | 115.60%-89.8pp | 345.39%-319.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,699 | $8,033-53.9% | $7,297-49.3% | $5,851-36.8% |
| Admin fee / account holder | $1,167 | $13,122-91.1% | $10,843-89.2% | $11,598-89.9% |