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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 | $18,852 | $138,075-86.3% | $123,552-84.7% | $135,379-86.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.94% | 153.70%-163.6pp | 119.20%-129.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $777 | $5,152-84.9% | $4,628-83.2% | $4,779-83.7% |
| Participant deferral / active EE | $4,113 | $6,800-39.5% | $6,426-36.0% | $5,609-26.7% |
| Admin fee / account holder | $513 | $10,917-95.3% | $9,285-94.5% | $10,828-95.3% |