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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 | $15,692 | $68,880-77.2% | $120,580-87.0% | $80,959-80.6% |
| Participation rate | 37.0% | 61.7%-24.7pp | 72.0%-34.9pp | 67.7%-30.6pp |
| Annual return | 15.12% | 23.68%-8.6pp | 107.48%-92.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,078 | $3,191-3.5% | $4,995-38.4% | $4,300-28.4% |
| Admin fee / account holder | $2,242 | $5,785-61.2% | $9,418-76.2% | $6,925-67.6% |