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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 | $11,829 | $62,589-81.1% | $76,768-84.6% | $64,173-81.6% |
| Participation rate | 45.6% | 72.8%-27.2pp | 77.0%-31.3pp | 69.6%-24.0pp |
| Annual return | -9.01% | -1.95%-7.1pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,432 | $3,145-54.5% | $3,852-62.8% | $3,470-58.7% |
| Admin fee / account holder | $2,840 | $4,667-39.2% | $6,675-57.5% | $4,887-41.9% |