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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 | $12,341 | $100,792-87.8% | $86,691-85.8% | $134,509-90.8% |
| Participation rate | 30.0% | 78.9%-48.9pp | 76.6%-46.6pp | 81.2%-51.2pp |
| Annual return | -7.34% | 29.08%-36.4pp | 35.94%-43.3pp | 418.13%-425.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,561 | $5,339-52.0% | $4,656-45.0% | $6,400-60.0% |
| Admin fee / account holder | $26,597 | $10,924+143.5% | $7,492+255.0% | $11,427+132.8% |