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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 | $13,272 | $53,127-75.0% | $86,597-84.7% | $70,131-81.1% |
| Participation rate | 55.0% | 65.3%-10.3pp | 73.5%-18.5pp | 69.5%-14.5pp |
| Annual return | 15.01% | 27.66%-12.7pp | 964.96%-949.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $182 | $2,068-91.2% | $2,840-93.6% | $2,342-92.2% |
| Participant deferral / active EE | $919 | $2,696-65.9% | $3,609-74.5% | $3,332-72.4% |
| Admin fee / account holder | $1,026 | $3,585-71.4% | $4,906-79.1% | $4,645-77.9% |