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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 | $8,795 | $159,934-94.5% | $147,005-94.0% | $145,959-94.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.87% | 98.24%-93.4pp | 418.76%-413.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,809 | $8,427-19.2% | $8,070-15.6% | $6,689+1.8% |
| Admin fee / account holder | $13,670 | $15,053-9.2% | $13,006+5.1% | $13,398+2.0% |