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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 | $12,375 | $53,128-76.7% | $86,582-85.7% | $70,126-82.4% |
| Participation rate | 28.0% | 65.3%-37.3pp | 73.5%-45.5pp | 69.5%-41.5pp |
| Annual return | 25.17% | 27.66%-2.5pp | 965.08%-939.9pp | 73.15%-48.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $829 | $2,695-69.3% | $3,609-77.0% | $3,332-75.1% |
| Admin fee / account holder | $2,802 | $3,584-21.8% | $4,904-42.9% | $4,645-39.7% |