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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 | $4,737 | $58,311-91.9% | $81,882-94.2% | $80,959-94.1% |
| Participation rate | 32.1% | 63.5%-31.3pp | 72.4%-40.2pp | 67.7%-35.5pp |
| Annual return | 20.08% | 41.85%-21.8pp | 779.47%-759.4pp | 35.67%-15.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,173 | $3,287-64.3% | $4,323-72.9% | $4,300-72.7% |
| Admin fee / account holder | $702 | $4,752-85.2% | $7,360-90.5% | $6,925-89.9% |