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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 | $6,264 | $148,623-95.8% | $135,974-95.4% | $139,466-95.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 30.26% | 79.30%-49.0pp | 68.30%-38.0pp | 373.66%-343.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,081 | $8,103-62.0% | $7,760-60.3% | $6,712-54.1% |
| Admin fee / account holder | $921 | $12,406-92.6% | $10,767-91.4% | $11,409-91.9% |