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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 | $27,499 | $209,428-86.9% | $178,498-84.6% | $158,950-82.7% |
| Participation rate | 60.9% | 86.4%-25.5pp | 81.9%-21.1pp | 82.0%-21.1pp |
| Annual return | 13.58% | 188.78%-175.2pp | 151.09%-137.5pp | 302.91%-289.3pp |
| Employer contribution / active EE | $638 | $5,707-88.8% | $5,011-87.3% | $4,762-86.6% |
| Participant deferral / active EE | $3,409 | $5,955-42.8% | $5,202-34.5% | $5,983-43.0% |
| Admin fee / account holder | $2,726 | $17,077-84.0% | $13,985-80.5% | $11,248-75.8% |