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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 | $11,255 | $183,627-93.9% | $155,602-92.8% | $145,978-92.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 4.40% | 61.32%-56.9pp | 64.81%-60.4pp | 550.52%-546.1pp |
| Employer contribution / active EE | $953 | $5,316-82.1% | $4,675-79.6% | $4,662-79.6% |
| Participant deferral / active EE | $7,333 | $6,466+13.4% | $5,629+30.3% | $6,690+9.6% |
| Admin fee / account holder | $454,586 | $19,327+2252.0% | $15,923+2754.9% | $13,400+3292.4% |