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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 | $7,296 | $45,041-83.8% | $63,003-88.4% | $70,131-89.6% |
| Participation rate | 33.8% | 69.5%-35.7pp | 74.8%-41.0pp | 69.5%-35.7pp |
| Annual return | 21.45% | 18.76%+2.7pp | 87.59%-66.1pp | 73.14%-51.7pp |
| Employer contribution / active EE | $56 | $2,052-97.3% | $2,760-98.0% | $2,342-97.6% |
| Participant deferral / active EE | $814 | $2,465-67.0% | $3,329-75.6% | $3,332-75.6% |
| Admin fee / account holder | $345 | $2,836-87.8% | $3,600-90.4% | $4,645-92.6% |