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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 | $4,989 | $92,743-94.6% | $82,744-94.0% | $134,532-96.3% |
| Participation rate | 10.5% | 75.2%-64.7pp | 72.6%-62.0pp | 81.2%-70.7pp |
| Annual return | -24.84% | 946.63%-971.5pp | 702.22%-727.1pp | 418.27%-443.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,084 | $4,802-77.4% | $4,395-75.3% | $6,401-83.1% |
| Admin fee / account holder | $637 | $5,977-89.3% | $5,325-88.0% | $11,429-94.4% |