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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 | $26,520 | $199,109-86.7% | $173,730-84.7% | $154,746-82.9% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.6%-11.2pp | 80.7%-12.3pp |
| Annual return | 20.03% | 20.02%0pp | 19.96%+0.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,115 | $5,311-79.0% | $4,577-75.6% | $4,379-74.5% |
| Participant deferral / active EE | $2,810 | $7,113-60.5% | $6,326-55.6% | $6,730-58.2% |
| Admin fee / account holder | $323 | $20,916-98.5% | $17,523-98.2% | $14,365-97.8% |