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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 | $13,693 | $150,197-90.9% | $120,368-88.6% | $145,959-90.6% |
| Participation rate | 25.0% | 78.8%-53.8pp | 71.9%-46.9pp | 80.3%-55.3pp |
| Annual return | 2.41% | 154.26%-151.9pp | 107.26%-104.9pp | 561.95%-559.5pp |
| Employer contribution / active EE | $811 | $4,350-81.4% | $3,465-76.6% | $4,661-82.6% |
| Participant deferral / active EE | $1,595 | $6,174-74.2% | $4,991-68.0% | $6,689-76.1% |
| Admin fee / account holder | $946 | $12,216-92.3% | $9,429-90.0% | $13,398-92.9% |