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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 | $13,153 | $55,472-76.3% | $155,567-91.5% | $74,546-82.4% |
| Participation rate | 37.4% | 61.9%-24.5pp | 78.2%-40.8pp | 67.2%-29.8pp |
| Annual return | 11.96% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $244 | $2,269-89.3% | $4,674-94.8% | $2,624-90.7% |
| Participant deferral / active EE | $1,519 | $2,838-46.5% | $5,628-73.0% | $4,347-65.1% |
| Admin fee / account holder | $2,111 | $1,743+21.1% | $15,916-86.7% | $1,944+8.6% |