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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 | $22,733 | $201,372-88.7% | $184,260-87.7% | $145,884-84.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 27.51% | 29.04%-1.5pp | 28.84%-1.3pp | 551.85%-524.3pp |
| Employer contribution / active EE | $1,365 | $7,024-80.6% | $6,427-78.8% | $4,662-70.7% |
| Participant deferral / active EE | $4,525 | $9,808-53.9% | $9,133-50.5% | $6,690-32.4% |
| Admin fee / account holder | $1,536 | $16,362-90.6% | $13,898-88.9% | $13,392-88.5% |