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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 | $20,992 | $81,476-74.2% | $102,383-79.5% | $80,925-74.1% |
| Participation rate | 49.2% | 66.8%-17.6pp | 74.5%-25.3pp | 67.7%-18.5pp |
| Annual return | 13.32% | 25.59%-12.3pp | 24.94%-11.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $696 | $3,105-77.6% | $3,870-82.0% | $2,756-74.7% |
| Participant deferral / active EE | $3,374 | $3,871-12.8% | $5,060-33.3% | $4,299-21.5% |
| Admin fee / account holder | $1,381 | $6,717-79.4% | $8,391-83.5% | $6,940-80.1% |