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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 | $7,954 | $183,516-95.7% | $155,534-94.9% | $145,884-94.5% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 8.11% | 61.43%-53.3pp | 64.92%-56.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $764 | $5,315-85.6% | $4,675-83.7% | $4,662-83.6% |
| Participant deferral / active EE | $3,633 | $6,467-43.8% | $5,630-35.5% | $6,690-45.7% |
| Admin fee / account holder | $5,982 | $19,293-69.0% | $15,900-62.4% | $13,392-55.3% |