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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 | $19,243 | $85,766-77.6% | $136,297-85.9% | $70,131-72.6% |
| Participation rate | 51.6% | 74.2%-22.6pp | 81.9%-30.4pp | 69.5%-18.0pp |
| Annual return | 45.26% | 31.45%+13.8pp | 5156.16%-5110.9pp | 73.14%-27.9pp |
| Employer contribution / active EE | $202 | $2,966-93.2% | $4,696-95.7% | $2,342-91.4% |
| Participant deferral / active EE | $6,329 | $5,051+25.3% | $6,247+1.3% | $3,332+90.0% |
| Admin fee / account holder | $440 | $5,420-91.9% | $9,244-95.2% | $4,645-90.5% |