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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 | $21,310 | $102,385-79.2% | $147,080-85.5% | $80,935-73.7% |
| Participation rate | 48.7% | 75.9%-27.2pp | 82.2%-33.5pp | 67.7%-18.9pp |
| Annual return | 14.89% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $696 | $3,717-81.3% | $4,933-85.9% | $2,757-74.8% |
| Participant deferral / active EE | $2,928 | $6,651-56.0% | $8,066-63.7% | $4,299-31.9% |
| Admin fee / account holder | $1,037 | $7,951-87.0% | $12,989-92.0% | $6,924-85.0% |