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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 | $21,399 | $181,896-88.2% | $156,551-86.3% | $273,972-92.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.10% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,256 | $6,248-79.9% | $5,501-77.2% | $4,869-74.2% |
| Participant deferral / active EE | $2,969 | $5,550-46.5% | $4,871-39.0% | $5,287-43.8% |
| Admin fee / account holder | $1,128 | $15,560-92.7% | $13,028-91.3% | $10,133-88.9% |