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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 | $9,245 | $181,062-94.9% | $158,223-94.2% | $155,188-94.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 17.98% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $835 | $4,565-81.7% | $4,109-79.7% | $4,248-80.3% |
| Participant deferral / active EE | $3,416 | $6,134-44.3% | $5,467-37.5% | $6,531-47.7% |
| Admin fee / account holder | $151,440 | $18,825+704.5% | $16,047+843.7% | $14,480+945.9% |