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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 | $20,949 | $59,448-64.8% | $93,696-77.6% | $74,459-71.9% |
| Participation rate | 12.2% | 59.6%-47.4pp | 68.7%-56.5pp | 67.2%-55.0pp |
| Annual return | 5.96% | 82.11%-76.2pp | 133.74%-127.8pp | 1369.70%-1363.7pp |
| Employer contribution / active EE | $157 | $1,266-87.6% | $2,422-93.5% | $2,626-94.0% |
| Participant deferral / active EE | $2,104 | $3,052-31.1% | $4,417-52.4% | $4,350-51.6% |
| Admin fee / account holder | $2,428 | $3,027-19.8% | $8,287-70.7% | $1,945+24.8% |