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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 | $12,642 | $129,959-90.3% | $104,301-87.9% | $134,509-90.6% |
| Participation rate | 59.1% | 79.5%-20.4pp | 73.3%-14.2pp | 81.2%-22.1pp |
| Annual return | -18.32% | 42.04%-60.4pp | 24.61%-42.9pp | 418.13%-436.5pp |
| Employer contribution / active EE | $396 | $4,185-90.5% | $3,373-88.2% | $4,741-91.6% |
| Participant deferral / active EE | $1,579 | $5,589-71.8% | $4,626-65.9% | $6,400-75.3% |
| Admin fee / account holder | $3,710 | $9,325-60.2% | $7,340-49.5% | $11,427-67.5% |