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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 | $6,991 | $142,430-95.1% | $115,170-93.9% | $152,885-95.4% |
| Participation rate | 41.7% | 82.4%-40.7pp | 75.9%-34.2pp | 82.5%-40.8pp |
| Annual return | 29.03% | 41.48%-12.4pp | 35.60%-6.6pp | 345.39%-316.4pp |
| Employer contribution / active EE | $381 | $4,011-90.5% | $3,179-88.0% | $4,763-92.0% |
| Participant deferral / active EE | $2,556 | $5,165-50.5% | $4,169-38.7% | $5,851-56.3% |
| Admin fee / account holder | $3,018 | $8,464-64.3% | $7,089-57.4% | $11,598-74.0% |