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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 | $29,772 | $198,457-85.0% | $170,435-82.5% | $147,586-79.8% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 19.36% | 257.30%-237.9pp | 205.94%-186.6pp | 578.59%-559.2pp |
| Employer contribution / active EE | $489 | $6,183-92.1% | $5,432-91.0% | $4,876-90.0% |
| Participant deferral / active EE | $3,765 | $5,629-33.1% | $4,939-23.8% | $5,439-30.8% |
| Admin fee / account holder | $5,438 | $16,852-67.7% | $13,881-60.8% | $10,886-50.0% |