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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 | $13,958 | $115,810-87.9% | $101,271-86.2% | $158,966-91.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 16.44% | 56.15%-39.7pp | 46.48%-30.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $741 | $4,175-82.3% | $3,660-79.8% | $4,762-84.4% |
| Participant deferral / active EE | $2,114 | $4,958-57.4% | $4,371-51.6% | $5,983-64.7% |
| Admin fee / account holder | $1,003 | $7,248-86.2% | $5,948-83.1% | $11,250-91.1% |