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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 | $10,709 | $57,352-81.3% | $83,830-87.2% | $64,173-83.3% |
| Participation rate | 37.7% | 68.6%-30.9pp | 76.1%-38.4pp | 69.6%-31.8pp |
| Annual return | -15.95% | 11.38%-27.3pp | 850.97%-866.9pp | 7.63%-23.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,440 | $2,993-18.5% | $4,082-40.2% | $3,470-29.7% |
| Admin fee / account holder | $766 | $4,046-81.1% | $5,479-86.0% | $4,887-84.3% |