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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 | $3,121 | $183,592-98.3% | $155,574-98.0% | $145,877-97.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.50% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $831 | $5,317-84.4% | $4,676-82.2% | $4,663-82.2% |
| Participant deferral / active EE | $2,168 | $6,466-66.5% | $5,629-61.5% | $6,691-67.6% |
| Admin fee / account holder | $2,286 | $19,316-88.2% | $15,914-85.6% | $13,402-82.9% |