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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 | $20,258 | $157,296-87.1% | $141,191-85.7% | $152,897-86.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 25.48% | 64.34%-38.9pp | 71.41%-45.9pp | 345.43%-319.9pp |
| Employer contribution / active EE | $445 | $5,262-91.5% | $4,736-90.6% | $4,764-90.7% |
| Participant deferral / active EE | $2,479 | $7,111-65.1% | $6,710-63.1% | $5,851-57.6% |
| Admin fee / account holder | $1,222 | $12,125-89.9% | $10,264-88.1% | $11,599-89.5% |