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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 | $8,212 | $117,904-93.0% | $102,457-92.0% | $145,978-94.4% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 22.33% | 31.80%-9.5pp | 29.41%-7.1pp | 550.52%-528.2pp |
| Employer contribution / active EE | $664 | $3,613-81.6% | $3,022-78.0% | $4,662-85.8% |
| Participant deferral / active EE | $3,472 | $5,733-39.4% | $5,054-31.3% | $6,690-48.1% |
| Admin fee / account holder | $542 | $13,329-95.9% | $9,451-94.3% | $13,400-96.0% |