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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 | $9,740 | $160,040-93.9% | $147,096-93.4% | $145,877-93.3% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 6.87% | 98.49%-91.6pp | 419.75%-412.9pp | 551.28%-544.4pp |
| Employer contribution / active EE | $258 | $5,289-95.1% | $4,936-94.8% | $4,663-94.5% |
| Participant deferral / active EE | $3,222 | $8,429-61.8% | $8,071-60.1% | $6,691-51.8% |
| Admin fee / account holder | $12,635 | $15,050-16.0% | $13,005-2.8% | $13,402-5.7% |