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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 | $7,350 | $48,314-84.8% | $67,561-89.1% | $80,925-90.9% |
| Participation rate | 53.3% | 66.4%-13.1pp | 72.9%-19.6pp | 67.7%-14.3pp |
| Annual return | 10.21% | 18.28%-8.1pp | 3525.44%-3515.2pp | 35.65%-25.4pp |
| Employer contribution / active EE | $251 | $2,022-87.6% | $2,735-90.8% | $2,756-90.9% |
| Participant deferral / active EE | $1,071 | $2,927-63.4% | $4,003-73.3% | $4,299-75.1% |
| Admin fee / account holder | $349 | $3,690-90.5% | $4,006-91.3% | $6,940-95.0% |