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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 | $4,753 | $45,872-89.6% | $77,096-93.8% | $68,486-93.1% |
| Participation rate | 64.0% | 55.9%+8.1pp | 67.9%-3.9pp | 67.9%-3.9pp |
| Annual return | -20.54% | 1.73%-22.3pp | 42.35%-62.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,923 | $2,963-35.1% | $4,429-56.6% | $4,028-52.3% |
| Admin fee / account holder | $888 | $3,041-70.8% | $5,428-83.6% | $5,404-83.6% |