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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 | $21,496 | $209,425-89.7% | $178,499-88.0% | $158,966-86.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 22.25% | 188.80%-166.5pp | 151.10%-128.9pp | 302.95%-280.7pp |
| Employer contribution / active EE | $1,075 | $5,707-81.2% | $5,011-78.5% | $4,762-77.4% |
| Participant deferral / active EE | $2,484 | $5,955-58.3% | $5,202-52.3% | $5,983-58.5% |
| Admin fee / account holder | $351 | $17,078-97.9% | $13,986-97.5% | $11,250-96.9% |