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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 | $8,650 | $55,446-84.4% | $155,574-94.4% | $74,429-88.4% |
| Participation rate | 63.5% | 61.9%+1.6pp | 78.2%-14.7pp | 67.2%-3.7pp |
| Annual return | 11.56% | 269.20%-257.6pp | 64.87%-53.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $275 | $2,266-87.9% | $4,676-94.1% | $2,625-89.5% |
| Participant deferral / active EE | $870 | $2,836-69.3% | $5,629-84.5% | $4,348-80.0% |
| Admin fee / account holder | $2,062 | $1,743+18.3% | $15,914-87.0% | $1,944+6.0% |