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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 | $11,099 | $167,352-93.4% | $143,788-92.3% | $134,509-91.7% |
| Participation rate | 45.8% | 84.8%-39.0pp | 80.3%-34.5pp | 81.2%-35.4pp |
| Annual return | -19.17% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $778 | $5,620-86.2% | $4,952-84.3% | $4,741-83.6% |
| Participant deferral / active EE | $2,242 | $6,447-65.2% | $5,638-60.2% | $6,400-65.0% |
| Admin fee / account holder | $924 | $18,091-94.9% | $14,675-93.7% | $11,427-91.9% |