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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 | $10,638 | $112,892-90.6% | $90,956-88.3% | $158,931-93.3% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 9.23% | 215.80%-206.6pp | 134.60%-125.4pp | 302.86%-293.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,145 | $4,127-48.0% | $3,373-36.4% | $5,982-64.1% |
| Admin fee / account holder | $4,403 | $8,042-45.2% | $5,959-26.1% | $11,247-60.8% |