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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 | $17,461 | $82,674-78.9% | $125,381-86.1% | $68,486-74.5% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.4%-14.4pp | 67.9%+0.1pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $104 | $3,382-96.9% | $4,815-97.8% | $2,597-96.0% |
| Participant deferral / active EE | $3,839 | $6,111-37.2% | $7,448-48.5% | $4,028-4.7% |
| Admin fee / account holder | $537 | $6,277-91.4% | $10,007-94.6% | $5,404-90.1% |