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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 | $15,871 | $52,450-69.7% | $129,397-87.7% | $74,429-78.7% |
| Participation rate | 21.5% | 53.8%-32.4pp | 69.6%-48.1pp | 67.2%-45.7pp |
| Annual return | 11.32% | 15.65%-4.3pp | 9453.98%-9442.7pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $283 | $1,532-81.6% | $4,154-93.2% | $2,625-89.2% |
| Participant deferral / active EE | $1,109 | $2,797-60.4% | $4,167-73.4% | $4,348-74.5% |
| Admin fee / account holder | $468 | $2,636-82.2% | $7,679-93.9% | $1,944-75.9% |