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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 | $5,990 | $57,061-89.5% | $85,063-93.0% | $80,911-92.6% |
| Participation rate | 60.0% | 56.3%+3.7pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 12.74% | 21.66%-8.9pp | 66.54%-53.8pp | 35.63%-22.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,398 | $3,110-55.0% | $4,523-69.1% | $4,297-67.5% |
| Admin fee / account holder | $320 | $4,986-93.6% | $6,155-94.8% | $6,935-95.4% |