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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 | $2,774 | $77,908-96.4% | $149,696-98.1% | $75,173-96.3% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 17.13% | 31.73%-14.6pp | 134.46%-117.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,287 | $3,411-62.3% | $5,682-77.3% | $4,126-68.8% |
| Admin fee / account holder | $1,252 | $5,950-79.0% | $13,212-90.5% | $5,651-77.8% |