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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 | $5,458 | $55,446-90.2% | $155,574-96.5% | $74,429-92.7% |
| Participation rate | 24.2% | 61.9%-37.7pp | 78.2%-54.0pp | 67.2%-43.0pp |
| Annual return | 16.92% | 269.20%-252.3pp | 64.87%-48.0pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $211 | $2,266-90.7% | $4,676-95.5% | $2,625-92.0% |
| Participant deferral / active EE | $879 | $2,836-69.0% | $5,629-84.4% | $4,348-79.8% |
| Admin fee / account holder | $653 | $1,743-62.5% | $15,914-95.9% | $1,944-66.4% |