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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 | $1,079 | $88,585-98.8% | $69,884-98.5% | $134,532-99.2% |
| Participation rate | 42.9% | 74.9%-32.0pp | 70.5%-27.6pp | 81.2%-38.4pp |
| Annual return | -23.74% | 442.80%-466.5pp | 190.81%-214.6pp | 418.27%-442.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,689 | $4,770-64.6% | $3,848-56.1% | $6,401-73.6% |
| Admin fee / account holder | $535 | $10,441-94.9% | $6,266-91.5% | $11,429-95.3% |