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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 | $13,322 | $99,343-86.6% | $84,751-84.3% | $273,968-95.1% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 38.68% | 22.93%+15.8pp | 22.78%+15.9pp | 41.45%-2.8pp |
| Employer contribution / active EE | $442 | $4,214-89.5% | $3,574-87.6% | $4,869-90.9% |
| Participant deferral / active EE | $1,204 | $4,269-71.8% | $3,712-67.6% | $5,287-77.2% |
| Admin fee / account holder | $1,029 | $6,645-84.5% | $5,333-80.7% | $10,132-89.8% |