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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 | $16,655 | $166,089-90.0% | $164,928-89.9% | $145,978-88.6% |
| Participation rate | 47.4% | 82.0%-34.6pp | 78.6%-31.3pp | 80.3%-32.9pp |
| Annual return | -3.23% | 100.26%-103.5pp | 70.08%-73.3pp | 550.52%-553.7pp |
| Employer contribution / active EE | $92 | $5,276-98.3% | $4,343-97.9% | $4,662-98.0% |
| Participant deferral / active EE | $2,969 | $6,961-57.4% | $6,034-50.8% | $6,690-55.6% |
| Admin fee / account holder | $1,385 | $16,641-91.7% | $12,684-89.1% | $13,400-89.7% |