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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 | $19,479 | $86,949-77.6% | $102,460-81.0% | $80,959-75.9% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.8pp | 67.7%-22.0pp |
| Annual return | 9.12% | 18.89%-9.8pp | 29.47%-20.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $683 | $2,370-71.2% | $3,025-77.4% | $2,757-75.2% |
| Participant deferral / active EE | $2,592 | $4,121-37.1% | $5,056-48.7% | $4,300-39.7% |
| Admin fee / account holder | $12,327 | $8,048+53.2% | $9,460+30.3% | $6,925+78.0% |