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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 | $9,093 | $51,606-82.4% | $129,339-93.0% | $80,911-88.8% |
| Participation rate | 67.9% | 57.0%+11.0pp | 69.6%-1.7pp | 67.6%+0.3pp |
| Annual return | 7.99% | 20.76%-12.8pp | 9437.05%-9429.1pp | 35.63%-27.6pp |
| Employer contribution / active EE | $152 | $1,582-90.4% | $4,154-96.3% | $2,756-94.5% |
| Participant deferral / active EE | $849 | $2,669-68.2% | $4,170-79.7% | $4,297-80.3% |
| Admin fee / account holder | $2,562 | $4,310-40.6% | $7,668-66.6% | $6,935-63.1% |