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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 | $8,225 | $55,470-85.2% | $155,556-94.7% | $74,478-89.0% |
| Participation rate | 22.2% | 61.9%-39.7pp | 78.2%-56.1pp | 67.2%-45.1pp |
| Annual return | 14.29% | 269.80%-255.5pp | 64.84%-50.5pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $867 | $2,838-69.4% | $5,631-84.6% | $4,350-80.1% |
| Admin fee / account holder | $589 | $1,744-66.2% | $15,885-96.3% | $1,946-69.7% |