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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 | $7,296 | $181,896-96.0% | $156,551-95.3% | $273,972-97.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $977 | $6,248-84.4% | $5,501-82.2% | $4,869-79.9% |
| Participant deferral / active EE | $2,649 | $5,550-52.3% | $4,871-45.6% | $5,287-49.9% |
| Admin fee / account holder | $340 | $15,560-97.8% | $13,028-97.4% | $10,133-96.6% |