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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 | $7,538 | $81,358-90.7% | $155,556-95.2% | $80,959-90.7% |
| Participation rate | 63.0% | 66.3%-3.3pp | 78.2%-15.3pp | 67.7%-4.7pp |
| Annual return | 8.03% | 33.39%-25.4pp | 64.84%-56.8pp | 35.67%-27.6pp |
| Employer contribution / active EE | $25 | $3,106-99.2% | $4,675-99.5% | $2,757-99.1% |
| Participant deferral / active EE | $2,350 | $3,455-32.0% | $5,631-58.3% | $4,300-45.3% |
| Admin fee / account holder | $8,779 | $7,994+9.8% | $15,885-44.7% | $6,925+26.8% |