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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 | $8,489 | $48,314-82.4% | $67,561-87.4% | $80,925-89.5% |
| Participation rate | 57.7% | 66.4%-8.7pp | 72.9%-15.2pp | 67.7%-10.0pp |
| Annual return | 14.74% | 18.28%-3.5pp | 3525.44%-3510.7pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,663 | $2,927-43.2% | $4,003-58.5% | $4,299-61.3% |
| Admin fee / account holder | $727 | $3,690-80.3% | $4,006-81.9% | $6,940-89.5% |