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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 | $21,643 | $201,344-89.3% | $184,243-88.3% | $145,877-85.2% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 9.48% | 29.01%-19.5pp | 28.82%-19.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,296 | $7,022-81.5% | $6,427-79.8% | $4,663-72.2% |
| Participant deferral / active EE | $10,612 | $9,807+8.2% | $9,132+16.2% | $6,691+58.6% |
| Admin fee / account holder | $1,764 | $16,382-89.2% | $13,914-87.3% | $13,402-86.8% |