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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 | $18,597 | $117,829-84.2% | $102,423-81.8% | $145,877-87.3% |
| Participation rate | 31.3% | 78.6%-47.4pp | 76.5%-45.3pp | 80.3%-49.1pp |
| Annual return | 9.76% | 31.83%-22.1pp | 29.42%-19.7pp | 551.28%-541.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,972 | $5,732-65.6% | $5,054-61.0% | $6,691-70.5% |
| Admin fee / account holder | $553 | $13,335-95.9% | $9,455-94.2% | $13,402-95.9% |