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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 | $19,612 | $197,603-90.1% | $177,827-89.0% | $158,950-87.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 302.75% | 58.76%+244.0pp | 48.32%+254.4pp | 302.91%-0.2pp |
| Employer contribution / active EE | $1,416 | $6,698-78.9% | $5,918-76.1% | $4,762-70.3% |
| Participant deferral / active EE | $12,892 | $8,404+53.4% | $7,713+67.1% | $5,983+115.5% |
| Admin fee / account holder | $100,279 | $15,402+551.1% | $12,429+706.8% | $11,248+791.5% |