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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 | $9,875 | $183,539-94.6% | $155,556-93.7% | $145,897-93.2% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 8.87% | 61.31%-52.4pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $847 | $5,315-84.1% | $4,675-81.9% | $4,663-81.8% |
| Participant deferral / active EE | $2,015 | $6,467-68.8% | $5,631-64.2% | $6,689-69.9% |
| Admin fee / account holder | $2,189 | $19,275-88.6% | $15,885-86.2% | $13,390-83.7% |