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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 | $19,901 | $166,242-88.0% | $165,071-87.9% | $145,884-86.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 7.03% | 100.44%-93.4pp | 70.17%-63.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,062 | $5,283-79.9% | $4,347-75.6% | $4,662-77.2% |
| Participant deferral / active EE | $3,012 | $6,964-56.7% | $6,035-50.1% | $6,690-55.0% |
| Admin fee / account holder | $13,047 | $16,658-21.7% | $12,695+2.8% | $13,392-2.6% |