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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 | $19,312 | $77,460-75.1% | $100,378-80.8% | $80,925-76.1% |
| Participation rate | 66.0% | 76.9%-10.9pp | 81.5%-15.5pp | 67.7%-1.6pp |
| Annual return | 15.73% | 37.24%-21.5pp | 49.41%-33.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,615 | $6,818-3.0% | $8,087-18.2% | $4,299+53.9% |
| Admin fee / account holder | $1,618 | $5,887-72.5% | $7,899-79.5% | $6,940-76.7% |