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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 | $11,022 | $84,236-86.9% | $170,435-93.5% | $70,126-84.3% |
| Participation rate | 25.4% | 70.8%-45.4pp | 83.6%-58.2pp | 69.5%-44.1pp |
| Annual return | 128.84% | 23.06%+105.8pp | 205.94%-77.1pp | 73.15%+55.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,423 | $3,086-53.9% | $4,939-71.2% | $3,332-57.3% |
| Admin fee / account holder | $1,838 | $5,698-67.7% | $13,881-86.8% | $4,645-60.4% |