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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 | $5,513 | $160,070-96.6% | $147,117-96.3% | $145,897-96.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | -15.60% | 98.69%-114.3pp | 420.54%-436.1pp | 552.29%-567.9pp |
| Employer contribution / active EE | $235 | $5,285-95.6% | $4,932-95.2% | $4,663-95.0% |
| Participant deferral / active EE | $3,422 | $8,419-59.4% | $8,065-57.6% | $6,689-48.8% |
| Admin fee / account holder | $1,428 | $15,035-90.5% | $12,993-89.0% | $13,390-89.3% |