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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 | $20,612 | $209,422-90.2% | $178,503-88.5% | $158,982-87.0% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 15.17% | 188.81%-173.6pp | 151.12%-136.0pp | 302.99%-287.8pp |
| Employer contribution / active EE | $613 | $5,707-89.3% | $5,011-87.8% | $4,763-87.1% |
| Participant deferral / active EE | $2,759 | $5,955-53.7% | $5,202-47.0% | $5,983-53.9% |
| Admin fee / account holder | $6,096 | $17,079-64.3% | $13,987-56.4% | $11,252-45.8% |