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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 | $20,170 | $81,457-75.2% | $103,378-80.5% | $80,911-75.1% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 5.36% | 25.58%-20.2pp | 24.91%-19.5pp | 35.63%-30.3pp |
| Employer contribution / active EE | $400 | $3,107-87.1% | $3,870-89.7% | $2,756-85.5% |
| Participant deferral / active EE | $4,420 | $3,871+14.2% | $5,058-12.6% | $4,297+2.9% |
| Admin fee / account holder | $22,991 | $6,717+242.3% | $8,401+173.7% | $6,935+231.5% |