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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 | $4,682 | $148,629-96.9% | $135,982-96.6% | $139,487-96.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 19.58% | 79.33%-59.8pp | 68.32%-48.7pp | 373.84%-354.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,051 | $8,102-50.0% | $7,760-47.8% | $6,713-39.7% |
| Admin fee / account holder | $1,734 | $12,406-86.0% | $10,767-83.9% | $11,407-84.8% |