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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 | $29,657 | $202,345-85.3% | $172,755-82.8% | $152,885-80.6% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 19.10% | 1029.77%-1010.7pp | 802.94%-783.8pp | 345.39%-326.3pp |
| Employer contribution / active EE | $336 | $5,858-94.3% | $5,144-93.5% | $4,763-92.9% |
| Participant deferral / active EE | $2,800 | $5,948-52.9% | $5,198-46.1% | $5,851-52.1% |
| Admin fee / account holder | $966 | $17,111-94.4% | $13,955-93.1% | $11,598-91.7% |