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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 | $11,913 | $160,040-92.6% | $147,096-91.9% | $145,877-91.8% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.2%-46.9pp | 80.3%-45.0pp |
| Annual return | -23.21% | 98.49%-121.7pp | 419.75%-443.0pp | 551.28%-574.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,046 | $8,429-52.0% | $8,071-49.9% | $6,691-39.5% |
| Admin fee / account holder | $3,198 | $15,050-78.7% | $13,005-75.4% | $13,402-76.1% |