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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 | $16,476 | $160,040-89.7% | $147,096-88.8% | $145,877-88.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.21% | 98.49%-92.3pp | 419.75%-413.5pp | 551.28%-545.1pp |
| Employer contribution / active EE | $669 | $5,289-87.3% | $4,936-86.4% | $4,663-85.6% |
| Participant deferral / active EE | $3,449 | $8,429-59.1% | $8,071-57.3% | $6,691-48.4% |
| Admin fee / account holder | $51,910 | $15,050+244.9% | $13,005+299.1% | $13,402+287.3% |