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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 | $11,518 | $62,409-81.5% | $120,524-90.4% | $74,429-84.5% |
| Participation rate | 27.3% | 56.8%-29.5pp | 71.9%-44.7pp | 67.2%-39.9pp |
| Annual return | 16.00% | 18.62%-2.6pp | 107.36%-91.4pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $411 | $1,847-77.8% | $3,469-88.2% | $2,625-84.3% |
| Participant deferral / active EE | $1,407 | $2,888-51.3% | $4,994-71.8% | $4,348-67.7% |
| Admin fee / account holder | $990 | $2,394-58.7% | $9,440-89.5% | $1,944-49.1% |