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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 | $4,552 | $73,863-93.8% | $143,797-96.8% | $68,490-93.4% |
| Participation rate | 7.5% | 66.7%-59.1pp | 80.3%-72.8pp | 67.9%-60.4pp |
| Annual return | -24.00% | 0.91%-24.9pp | -0.04%-24.0pp | -7.85%-16.1pp |
| Employer contribution / active EE | $244 | $3,185-92.3% | $4,952-95.1% | $2,597-90.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,353 | $5,756-59.1% | $14,679-84.0% | $5,403-56.5% |