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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 | $11,292 | $115,911-90.3% | $100,530-88.8% | $158,950-92.9% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.6pp | 82.0%-39.1pp |
| Annual return | -19.46% | 34.80%-54.3pp | 30.89%-50.4pp | 302.91%-322.4pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,598 | $6,676-46.1% | $6,271-42.6% | $5,983-39.9% |
| Admin fee / account holder | $10,067 | $10,999-8.5% | $8,083+24.5% | $11,248-10.5% |