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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 | $9,739 | $135,956-92.8% | $123,894-92.1% | $273,972-96.4% |
| Participation rate | 38.9% | 84.1%-45.2pp | 81.4%-42.5pp | 83.0%-44.1pp |
| Annual return | -4.57% | 56.63%-61.2pp | 47.52%-52.1pp | 41.46%-46.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,565 | $6,343-59.6% | $5,984-57.1% | $5,287-51.5% |
| Admin fee / account holder | $669 | $9,817-93.2% | $8,357-92.0% | $10,133-93.4% |