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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 | $10,134 | $110,337-90.8% | $102,383-90.1% | $145,877-93.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 256.09% | 24.83%+231.3pp | 24.94%+231.2pp | 551.28%-295.2pp |
| Employer contribution / active EE | $715 | $4,216-83.0% | $3,870-81.5% | $4,663-84.7% |
| Participant deferral / active EE | $2,198 | $5,621-60.9% | $5,060-56.6% | $6,691-67.1% |
| Admin fee / account holder | $1,573 | $9,750-83.9% | $8,391-81.3% | $13,402-88.3% |