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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 | $13,059 | $159,934-91.8% | $147,005-91.1% | $145,959-91.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -23.40% | 98.24%-121.6pp | 418.76%-442.2pp | 561.95%-585.3pp |
| Employer contribution / active EE | $128 | $5,287-97.6% | $4,934-97.4% | $4,661-97.3% |
| Participant deferral / active EE | $3,095 | $8,427-63.3% | $8,070-61.6% | $6,689-53.7% |
| Admin fee / account holder | $3,917 | $15,053-74.0% | $13,006-69.9% | $13,398-70.8% |