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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 | $11,000 | $81,457-86.5% | $103,378-89.4% | $80,911-86.4% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.6%-39.1pp |
| Annual return | 13.26% | 25.58%-12.3pp | 24.91%-11.7pp | 35.63%-22.4pp |
| Employer contribution / active EE | $561 | $3,107-82.0% | $3,870-85.5% | $2,756-79.7% |
| Participant deferral / active EE | $2,037 | $3,871-47.4% | $5,058-59.7% | $4,297-52.6% |
| Admin fee / account holder | $474 | $6,717-92.9% | $8,401-94.4% | $6,935-93.2% |