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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 | $16,780 | $52,450-68.0% | $129,384-87.0% | $74,459-77.5% |
| Participation rate | 31.2% | 53.8%-22.7pp | 69.6%-38.4pp | 67.2%-36.0pp |
| Annual return | 15.08% | 15.65%-0.6pp | 9461.77%-9446.7pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $317 | $1,532-79.3% | $4,153-92.4% | $2,626-87.9% |
| Participant deferral / active EE | $1,063 | $2,797-62.0% | $4,166-74.5% | $4,350-75.6% |
| Admin fee / account holder | $4,591 | $2,636+74.2% | $7,686-40.3% | $1,945+136.1% |