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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 | $12,737 | $55,713-77.1% | $75,901-83.2% | $72,975-82.5% |
| Participation rate | 42.9% | 61.1%-18.3pp | 69.3%-26.4pp | 69.5%-26.6pp |
| Annual return | 21.02% | 27.60%-6.6pp | 30.76%-9.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,300 | $2,634-50.7% | $3,603-63.9% | $3,608-64.0% |
| Admin fee / account holder | $559 | $3,980-86.0% | $5,420-89.7% | $5,124-89.1% |