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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 | $5,144 | $100,970-94.9% | $96,576-94.7% | $137,256-96.3% |
| Participation rate | 7.7% | 82.6%-74.9pp | 81.4%-73.7pp | 80.0%-72.3pp |
| Annual return | 20.08% | 38.16%-18.1pp | 38.47%-18.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,333 | $8,286-71.9% | $7,956-70.7% | $6,407-63.6% |
| Admin fee / account holder | $27,659 | $11,312+144.5% | $11,381+143.0% | $12,270+125.4% |