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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 | $2,368 | $69,248-96.6% | $64,101-96.3% | $139,466-98.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 17.20% | 45.95%-28.7pp | 33.72%-16.5pp | 373.66%-356.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,089 | $4,682-76.8% | $3,881-72.0% | $6,712-83.8% |
| Admin fee / account holder | $1,215 | $4,247-71.4% | $3,070-60.4% | $11,409-89.4% |