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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 | $5,358 | $65,041-91.8% | $90,965-94.1% | $79,858-93.3% |
| Participation rate | 31.3% | 61.6%-30.4pp | 69.0%-37.8pp | 69.6%-38.4pp |
| Annual return | 28.34% | 30.45%-2.1pp | 134.57%-106.2pp | 31.72%-3.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,038 | $2,512-18.9% | $3,373-39.6% | $3,740-45.5% |
| Admin fee / account holder | $561 | $4,536-87.6% | $5,960-90.6% | $5,306-89.4% |