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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,850 | $68,852-84.2% | $120,524-91.0% | $80,925-86.6% |
| Participation rate | 58.8% | 61.6%-2.8pp | 71.9%-13.1pp | 67.7%-8.8pp |
| Annual return | 9.16% | 23.67%-14.5pp | 107.36%-98.2pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,596 | $3,187-18.5% | $4,994-48.0% | $4,299-39.6% |
| Admin fee / account holder | $1,432 | $5,781-75.2% | $9,440-84.8% | $6,940-79.4% |