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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 | $6,725 | $61,787-89.1% | $97,197-93.1% | $80,925-91.7% |
| Participation rate | 29.9% | 63.5%-33.6pp | 72.7%-42.8pp | 67.7%-37.8pp |
| Annual return | 7.33% | -558.16%+565.5pp | 75.47%-68.1pp | 35.65%-28.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,062 | $3,027-64.9% | $4,263-75.1% | $4,299-75.3% |
| Admin fee / account holder | $375 | $5,170-92.7% | $5,637-93.3% | $6,940-94.6% |