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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,012 | $85,171-90.6% | $172,752-95.4% | $72,975-89.0% |
| Participation rate | 65.6% | 70.1%-4.5pp | 82.6%-17.1pp | 69.5%-3.9pp |
| Annual return | -8.59% | 27.32%-35.9pp | 802.97%-811.6pp | 81.01%-89.6pp |
| Employer contribution / active EE | $568 | $3,324-82.9% | $5,144-89.0% | $2,440-76.7% |
| Participant deferral / active EE | $1,073 | $3,260-67.1% | $5,198-79.4% | $3,608-70.3% |
| Admin fee / account holder | $6,160 | $5,880+4.8% | $13,955-55.9% | $5,124+20.2% |