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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 | $16,055 | $117,829-86.4% | $102,423-84.3% | $145,877-89.0% |
| Participation rate | 65.2% | 78.6%-13.4pp | 76.5%-11.3pp | 80.3%-15.1pp |
| Annual return | 8.82% | 31.83%-23.0pp | 29.42%-20.6pp | 551.28%-542.5pp |
| Employer contribution / active EE | $585 | $3,615-83.8% | $3,023-80.7% | $4,663-87.5% |
| Participant deferral / active EE | $2,836 | $5,732-50.5% | $5,054-43.9% | $6,691-57.6% |
| Admin fee / account holder | $5,727 | $13,335-57.1% | $9,455-39.4% | $13,402-57.3% |