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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 | $8,554 | $55,470-84.6% | $155,556-94.5% | $74,478-88.5% |
| Participation rate | 18.0% | 61.9%-43.9pp | 78.2%-60.2pp | 67.2%-49.2pp |
| Annual return | 6.00% | 269.80%-263.8pp | 64.84%-58.8pp | 1370.56%-1364.6pp |
| Employer contribution / active EE | $26 | $2,267-98.9% | $4,675-99.5% | $2,626-99.0% |
| Participant deferral / active EE | $873 | $2,838-69.2% | $5,631-84.5% | $4,350-79.9% |
| Admin fee / account holder | $2,308 | $1,744+32.3% | $15,885-85.5% | $1,946+18.6% |