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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 | $13,482 | $78,423-82.8% | $95,964-86.0% | $79,856-83.1% |
| Participation rate | 64.7% | 73.5%-8.8pp | 77.1%-12.4pp | 69.6%-4.9pp |
| Annual return | 19.25% | 19.37%-0.1pp | 91.64%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,323 | $3,440-32.5% | $4,167-44.2% | $3,741-37.9% |
| Admin fee / account holder | $423 | $5,622-92.5% | $6,797-93.8% | $5,306-92.0% |