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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 | $6,050 | $45,119-86.6% | $85,126-92.9% | $74,429-91.9% |
| Participation rate | 31.4% | 49.4%-18.0pp | 67.5%-36.2pp | 67.2%-35.8pp |
| Annual return | 10.95% | 26.28%-15.3pp | 66.63%-55.7pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $845 | $2,738-69.1% | $4,523-81.3% | $4,348-80.6% |
| Admin fee / account holder | $2,293 | $2,214+3.6% | $6,160-62.8% | $1,944+17.9% |