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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 | $17,931 | $150,435-88.1% | $120,580-85.1% | $145,897-87.7% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 5.34% | 154.60%-149.3pp | 107.48%-102.1pp | 552.29%-547.0pp |
| Employer contribution / active EE | $755 | $4,352-82.7% | $3,469-78.2% | $4,663-83.8% |
| Participant deferral / active EE | $2,778 | $6,174-55.0% | $4,995-44.4% | $6,689-58.5% |
| Admin fee / account holder | $1,132 | $12,182-90.7% | $9,418-88.0% | $13,390-91.5% |