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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 | $6,039 | $81,276-92.6% | $155,574-96.1% | $80,925-92.5% |
| Participation rate | 38.9% | 66.2%-27.4pp | 78.2%-39.3pp | 67.7%-28.8pp |
| Annual return | 14.06% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $356 | $3,103-88.5% | $4,676-92.4% | $2,756-87.1% |
| Participant deferral / active EE | $901 | $3,453-73.9% | $5,629-84.0% | $4,299-79.0% |
| Admin fee / account holder | $857 | $7,993-89.3% | $15,914-94.6% | $6,940-87.7% |