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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 | $16,325 | $68,878-76.3% | $120,574-86.5% | $80,935-79.8% |
| Participation rate | 57.5% | 61.7%-4.1pp | 71.9%-14.4pp | 67.7%-10.1pp |
| Annual return | 94.78% | 23.67%+71.1pp | 107.42%-12.6pp | 35.66%+59.1pp |
| Employer contribution / active EE | $3 | $2,065-99.9% | $3,471-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $2,195 | $3,189-31.1% | $4,996-56.1% | $4,299-48.9% |
| Admin fee / account holder | $1,003 | $5,782-82.7% | $9,445-89.4% | $6,924-85.5% |