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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 | $8,283 | $48,314-82.9% | $67,561-87.7% | $80,925-89.8% |
| Participation rate | 62.9% | 66.4%-3.5pp | 72.9%-10.0pp | 67.7%-4.8pp |
| Annual return | 25.52% | 18.28%+7.2pp | 3525.44%-3499.9pp | 35.65%-10.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,722 | $2,927+61.3% | $4,003+18.0% | $4,299+9.8% |
| Admin fee / account holder | $733 | $3,690-80.1% | $4,006-81.7% | $6,940-89.4% |