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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 | $5,209 | $100,073-94.8% | $85,126-93.9% | $145,877-96.4% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 5.81% | 84.11%-78.3pp | 66.63%-60.8pp | 551.28%-545.5pp |
| Employer contribution / active EE | $85 | $3,236-97.4% | $2,731-96.9% | $4,663-98.2% |
| Participant deferral / active EE | $6,377 | $5,294+20.5% | $4,523+41.0% | $6,691-4.7% |
| Admin fee / account holder | $8,277 | $7,261+14.0% | $6,160+34.4% | $13,402-38.2% |