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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 | $8,628 | $71,197-87.9% | $93,669-90.8% | $80,925-89.3% |
| Participation rate | 29.4% | 60.4%-31.0pp | 68.7%-39.3pp | 67.7%-38.2pp |
| Annual return | 30.51% | 11.27%+19.2pp | 133.59%-103.1pp | 35.65%-5.1pp |
| Employer contribution / active EE | $271 | $1,565-82.7% | $2,424-88.8% | $2,756-90.2% |
| Participant deferral / active EE | $1,442 | $4,036-64.3% | $4,416-67.3% | $4,299-66.5% |
| Admin fee / account holder | $681 | $6,959-90.2% | $8,291-91.8% | $6,940-90.2% |