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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 | $2,609 | $111,814-97.7% | $103,374-97.5% | $145,959-98.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.22% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,794 | $5,618-14.7% | $5,058-5.2% | $6,689-28.3% |
| Admin fee / account holder | $457 | $9,754-95.3% | $8,394-94.6% | $13,398-96.6% |