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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 | $10,591 | $49,177-78.5% | $79,467-86.7% | $64,173-83.5% |
| Participation rate | 38.8% | 65.0%-26.3pp | 73.3%-34.6pp | 69.6%-30.8pp |
| Annual return | -8.30% | -1.16%-7.1pp | 718.30%-726.6pp | 7.63%-15.9pp |
| Employer contribution / active EE | $456 | $2,076-78.1% | $2,800-83.7% | $2,381-80.9% |
| Participant deferral / active EE | $982 | $2,821-65.2% | $3,704-73.5% | $3,470-71.7% |
| Admin fee / account holder | $1,046 | $3,839-72.7% | $5,104-79.5% | $4,887-78.6% |