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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 | $7,958 | $110,337-92.8% | $102,383-92.2% | $145,877-94.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 25.24% | 24.83%+0.4pp | 24.94%+0.3pp | 551.28%-526.0pp |
| Employer contribution / active EE | $809 | $4,216-80.8% | $3,870-79.1% | $4,663-82.7% |
| Participant deferral / active EE | $2,307 | $5,621-58.9% | $5,060-54.4% | $6,691-65.5% |
| Admin fee / account holder | $1,282 | $9,750-86.9% | $8,391-84.7% | $13,402-90.4% |