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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 | $34,103 | $197,637-82.7% | $177,848-80.8% | $158,982-78.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 25.58% | 58.77%-33.2pp | 48.33%-22.7pp | 302.99%-277.4pp |
| Employer contribution / active EE | $949 | $6,698-85.8% | $5,919-84.0% | $4,763-80.1% |
| Participant deferral / active EE | $4,744 | $8,405-43.6% | $7,714-38.5% | $5,983-20.7% |
| Admin fee / account holder | $908 | $15,406-94.1% | $12,431-92.7% | $11,252-91.9% |