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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 | $6,685 | $167,362-96.0% | $143,799-95.4% | $134,532-95.0% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -23.75% | 0.47%-24.2pp | -0.04%-23.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $464 | $5,620-91.7% | $4,952-90.6% | $4,741-90.2% |
| Participant deferral / active EE | $2,275 | $6,447-64.7% | $5,638-59.7% | $6,401-64.5% |
| Admin fee / account holder | $470 | $18,094-97.4% | $14,677-96.8% | $11,429-95.9% |