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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 | $16,922 | $76,912-78.0% | $129,118-86.9% | $68,486-75.3% |
| Participation rate | 34.2% | 69.1%-34.9pp | 77.2%-43.0pp | 67.9%-33.7pp |
| Annual return | -18.40% | -9.78%-8.6pp | -10.94%-7.5pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,256 | $4,732-52.3% | $6,539-65.5% | $4,028-44.0% |
| Admin fee / account holder | $1,220 | $6,638-81.6% | $14,305-91.5% | $5,404-77.4% |