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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 | $9,115 | $201,344-95.5% | $184,243-95.1% | $145,877-93.8% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.9pp |
| Annual return | 9.12% | 29.01%-19.9pp | 28.82%-19.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,286 | $7,022-81.7% | $6,427-80.0% | $4,663-72.4% |
| Participant deferral / active EE | $5,044 | $9,807-48.6% | $9,132-44.8% | $6,691-24.6% |
| Admin fee / account holder | $3,063 | $16,382-81.3% | $13,914-78.0% | $13,402-77.1% |