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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 | $15,195 | $150,346-89.9% | $120,524-87.4% | $145,877-89.6% |
| Participation rate | 12.5% | 78.8%-66.3pp | 71.9%-59.4pp | 80.3%-67.8pp |
| Annual return | 11.80% | 154.40%-142.6pp | 107.36%-95.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $459 | $4,353-89.4% | $3,469-86.8% | $4,663-90.1% |
| Participant deferral / active EE | $1,510 | $6,172-75.5% | $4,994-69.8% | $6,691-77.4% |
| Admin fee / account holder | $40,497 | $12,215+231.5% | $9,440+329.0% | $13,402+202.2% |