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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 | $8,209 | $116,203-92.9% | $93,621-91.2% | $152,909-94.6% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.8%-42.5pp | 82.5%-49.1pp |
| Annual return | 38.11% | 35.96%+2.1pp | 32.76%+5.3pp | 345.46%-307.4pp |
| Employer contribution / active EE | $462 | $3,219-85.6% | $2,719-83.0% | $4,764-90.3% |
| Participant deferral / active EE | $2,633 | $4,605-42.8% | $4,070-35.3% | $5,851-55.0% |
| Admin fee / account holder | $7,895 | $10,751-26.6% | $7,890+0.1% | $11,601-31.9% |