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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 | $16,333 | $227,291-92.8% | $214,702-92.4% | $155,188-89.5% |
| Participation rate | 62.5% | 88.0%-25.5pp | 87.5%-25.0pp | 80.8%-18.3pp |
| Annual return | 107.35% | 60.08%+47.3pp | 54.55%+52.8pp | 148.84%-41.5pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,714 | $9,582-19.5% | $9,147-15.7% | $6,531+18.1% |
| Admin fee / account holder | $3,837 | $20,413-81.2% | $19,830-80.6% | $14,480-73.5% |