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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 | $2,449 | $85,171-97.1% | $172,752-98.6% | $72,975-96.6% |
| Participation rate | 62.7% | 70.1%-7.4pp | 82.6%-19.9pp | 69.5%-6.8pp |
| Annual return | 9.84% | 27.32%-17.5pp | 802.97%-793.1pp | 81.01%-71.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,966 | $3,260-39.7% | $5,198-62.2% | $3,608-45.5% |
| Admin fee / account holder | $2,541 | $5,880-56.8% | $13,955-81.8% | $5,124-50.4% |