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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 | $11,338 | $55,446-79.6% | $155,574-92.7% | $74,429-84.8% |
| Participation rate | 27.1% | 61.9%-34.8pp | 78.2%-51.1pp | 67.2%-40.1pp |
| Annual return | 10.21% | 269.20%-259.0pp | 64.87%-54.7pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,042 | $2,836-63.3% | $5,629-81.5% | $4,348-76.0% |
| Admin fee / account holder | $1,584 | $1,743-9.1% | $15,914-90.0% | $1,944-18.6% |