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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 | $21,887 | $201,372-89.1% | $184,260-88.1% | $145,884-85.0% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 13.66% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,229 | $7,024-82.5% | $6,427-80.9% | $4,662-73.6% |
| Participant deferral / active EE | $5,704 | $9,808-41.8% | $9,133-37.5% | $6,690-14.7% |
| Admin fee / account holder | $2,865 | $16,362-82.5% | $13,898-79.4% | $13,392-78.6% |