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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 | $10,147 | $171,867-94.1% | $149,721-93.2% | $147,586-93.1% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 30.56% | 2113.36%-2082.8pp | 1501.67%-1471.1pp | 578.59%-548.0pp |
| Employer contribution / active EE | $845 | $6,275-86.5% | $5,444-84.5% | $4,876-82.7% |
| Participant deferral / active EE | $2,704 | $7,270-62.8% | $6,568-58.8% | $5,439-50.3% |
| Admin fee / account holder | $708 | $13,799-94.9% | $11,282-93.7% | $10,886-93.5% |