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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 | $7,217 | $183,627-96.1% | $155,602-95.4% | $145,978-95.1% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 12.64% | 61.32%-48.7pp | 64.81%-52.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $896 | $5,316-83.1% | $4,675-80.8% | $4,662-80.8% |
| Participant deferral / active EE | $2,024 | $6,466-68.7% | $5,629-64.0% | $6,690-69.7% |
| Admin fee / account holder | $703 | $19,327-96.4% | $15,923-95.6% | $13,400-94.8% |