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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 | $22,986 | $67,602-66.0% | $82,312-72.1% | $70,126-67.2% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.9pp |
| Annual return | 14.79% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $121 | $1,755-93.1% | $2,428-95.0% | $2,343-94.9% |
| Participant deferral / active EE | $2,009 | $2,987-32.7% | $3,706-45.8% | $3,332-39.7% |
| Admin fee / account holder | $1,005 | $4,512-77.7% | $5,608-82.1% | $4,645-78.4% |