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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 | $9,524 | $81,476-88.3% | $102,383-90.7% | $80,925-88.2% |
| Participation rate | 64.9% | 66.8%-2.0pp | 74.5%-9.6pp | 67.7%-2.8pp |
| Annual return | 7.61% | 25.59%-18.0pp | 24.94%-17.3pp | 35.65%-28.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,724 | $3,871-55.5% | $5,060-65.9% | $4,299-59.9% |
| Admin fee / account holder | $1,660 | $6,717-75.3% | $8,391-80.2% | $6,940-76.1% |