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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 | $15,836 | $89,532-82.3% | $103,447-84.7% | $80,925-80.4% |
| Participation rate | 63.2% | 76.0%-12.9pp | 80.5%-17.4pp | 67.7%-4.5pp |
| Annual return | 10.54% | 22.80%-12.3pp | 23.92%-13.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $583 | $4,023-85.5% | $4,678-87.5% | $2,756-78.8% |
| Participant deferral / active EE | $5,285 | $5,459-3.2% | $6,624-20.2% | $4,299+23.0% |
| Admin fee / account holder | $1,252 | $6,774-81.5% | $9,415-86.7% | $6,940-82.0% |