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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 | $12,778 | $63,346-79.8% | $92,240-86.1% | $70,126-81.8% |
| Participation rate | 58.7% | 68.7%-10.0pp | 76.5%-17.8pp | 69.5%-10.8pp |
| Annual return | 18.91% | 530.19%-511.3pp | 176.29%-157.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $344 | $2,471-86.1% | $3,680-90.6% | $2,343-85.3% |
| Participant deferral / active EE | $2,092 | $2,854-26.7% | $3,897-46.3% | $3,332-37.2% |
| Admin fee / account holder | $1,445 | $3,841-62.4% | $5,194-72.2% | $4,645-68.9% |