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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 | $23,018 | $101,539-77.3% | $147,041-84.3% | $74,400-69.1% |
| Participation rate | 10.2% | 75.5%-65.4pp | 82.2%-72.0pp | 67.2%-57.0pp |
| Annual return | 9.14% | 8740.84%-8731.7pp | 419.21%-410.1pp | 1367.51%-1358.4pp |
| Employer contribution / active EE | $404 | $3,811-89.4% | $4,935-91.8% | $2,624-84.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,161 | $1,749-33.6% | $13,006-91.1% | $1,944-40.3% |