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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 | $2,027 | $58,311-96.5% | $81,882-97.5% | $80,959-97.5% |
| Participation rate | 68.1% | 63.5%+4.6pp | 72.4%-4.3pp | 67.7%+0.4pp |
| Annual return | -1.44% | 41.85%-43.3pp | 779.47%-780.9pp | 35.67%-37.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,426 | $3,287-56.6% | $4,323-67.0% | $4,300-66.8% |
| Admin fee / account holder | $456 | $4,752-90.4% | $7,360-93.8% | $6,925-93.4% |