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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 | $14,550 | $107,368-86.4% | $92,915-84.3% | $152,909-90.5% |
| Participation rate | 47.1% | 79.8%-32.7pp | 76.0%-28.9pp | 82.5%-35.4pp |
| Annual return | 64.23% | 145.64%-81.4pp | 109.45%-45.2pp | 345.46%-281.2pp |
| Employer contribution / active EE | $597 | $4,222-85.9% | $3,653-83.6% | $4,764-87.5% |
| Participant deferral / active EE | $2,924 | $4,848-39.7% | $4,238-31.0% | $5,851-50.0% |
| Admin fee / account holder | $472 | $7,082-93.3% | $5,796-91.9% | $11,601-95.9% |