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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 | $33,265 | $79,209-58.0% | $102,434-67.5% | $74,459-55.3% |
| Participation rate | 36.6% | 74.8%-38.2pp | 76.5%-39.9pp | 67.2%-30.6pp |
| Annual return | 7.16% | 54.98%-47.8pp | 29.46%-22.3pp | 1369.70%-1362.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,539 | $4,417+25.4% | $5,055+9.6% | $4,350+27.4% |
| Admin fee / account holder | $9,867 | $2,002+392.9% | $9,462+4.3% | $1,945+407.4% |