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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 | $3,106 | $31,388-90.1% | $73,550-95.8% | $62,293-95.0% |
| Participation rate | 24.6% | 39.9%-15.2pp | 54.9%-30.3pp | 69.5%-44.9pp |
| Annual return | 23.94% | 25.34%-1.4pp | -15.16%+39.1pp | 28.90%-5.0pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $406 | $1,028-60.6% | $1,804-77.5% | $3,169-87.2% |
| Admin fee / account holder | $341 | $299+13.9% | $2,320-85.3% | $479-28.9% |