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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 | $15,040 | $138,393-89.1% | $184,256-91.8% | $80,959-81.4% |
| Participation rate | 22.4% | 83.9%-61.5pp | 86.8%-64.5pp | 67.7%-45.3pp |
| Annual return | 17.76% | 20.01%-2.3pp | 28.85%-11.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,731 | $7,076-47.3% | $9,133-59.2% | $4,300-13.2% |
| Admin fee / account holder | $3,062 | $10,489-70.8% | $13,899-78.0% | $6,925-55.8% |