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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 | $18,582 | $201,372-90.8% | $184,260-89.9% | $145,884-87.3% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 16.34% | 29.04%-12.7pp | 28.84%-12.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,049 | $7,024-85.1% | $6,427-83.7% | $4,662-77.5% |
| Participant deferral / active EE | $3,639 | $9,808-62.9% | $9,133-60.2% | $6,690-45.6% |
| Admin fee / account holder | $976 | $16,362-94.0% | $13,898-93.0% | $13,392-92.7% |