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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 | $16,699 | $166,131-89.9% | $164,975-89.9% | $145,877-88.6% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 44.64% | 100.37%-55.7pp | 70.12%-25.5pp | 551.28%-506.6pp |
| Employer contribution / active EE | $673 | $5,276-87.2% | $4,343-84.5% | $4,663-85.6% |
| Participant deferral / active EE | $2,831 | $6,962-59.3% | $6,033-53.1% | $6,691-57.7% |
| Admin fee / account holder | $1,035 | $16,648-93.8% | $12,688-91.8% | $13,402-92.3% |