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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 | $3,845 | $48,078-92.0% | $78,676-95.1% | $62,881-93.9% |
| Participation rate | 30.2% | 65.2%-35.0pp | 73.6%-43.4pp | 69.3%-39.1pp |
| Annual return | 9.05% | 31.36%-22.3pp | 62.19%-53.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $886 | $2,587-65.7% | $3,517-74.8% | $3,203-72.3% |
| Admin fee / account holder | $1,118 | $3,206-65.1% | $4,510-75.2% | $4,296-74.0% |