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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 | $1,052 | $51,606-98.0% | $129,339-99.2% | $80,911-98.7% |
| Participation rate | 42.9% | 57.0%-14.1pp | 69.6%-26.8pp | 67.6%-24.8pp |
| Annual return | -10.19% | 20.76%-31.0pp | 9437.05%-9447.2pp | 35.63%-45.8pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,136 | $2,669-57.4% | $4,170-72.8% | $4,297-73.6% |
| Admin fee / account holder | $759 | $4,310-82.4% | $7,668-90.1% | $6,935-89.1% |