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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 | $10,933 | $211,239-94.8% | $178,528-93.9% | $145,877-92.5% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 7.70% | 30.22%-22.5pp | 27.11%-19.4pp | 551.28%-543.6pp |
| Employer contribution / active EE | $548 | $4,570-88.0% | $3,950-86.1% | $4,663-88.2% |
| Participant deferral / active EE | $1,656 | $6,963-76.2% | $6,278-73.6% | $6,691-75.3% |
| Admin fee / account holder | $5,636 | $12,095-53.4% | $10,419-45.9% | $13,402-57.9% |