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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 | $6,753 | $50,860-86.7% | $155,574-95.7% | $77,714-91.3% |
| Participation rate | 26.2% | 63.1%-37.0pp | 78.2%-52.0pp | 70.6%-44.4pp |
| Annual return | 17.34% | 34.86%-17.5pp | 64.87%-47.5pp | 31.26%-13.9pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,101 | $2,825-61.0% | $5,629-80.4% | $4,649-76.3% |
| Admin fee / account holder | $2,416 | $436+453.5% | $15,914-84.8% | $433+457.6% |