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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 | $3,870 | $75,959-94.9% | $154,114-97.5% | $64,181-94.0% |
| Participation rate | 46.2% | 70.4%-24.3pp | 83.0%-36.9pp | 69.6%-23.4pp |
| Annual return | -9.73% | 30.32%-40.0pp | 735.16%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,020 | $3,175-67.9% | $5,081-79.9% | $3,470-70.6% |
| Admin fee / account holder | $324 | $5,589-94.2% | $13,411-97.6% | $4,887-93.4% |