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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 | $10,699 | $75,962-85.9% | $154,108-93.1% | $64,173-83.3% |
| Participation rate | 57.5% | 70.4%-12.9pp | 83.0%-25.5pp | 69.6%-12.1pp |
| Annual return | -10.48% | 30.32%-40.8pp | 735.21%-745.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $733 | $3,350-78.1% | $5,298-86.2% | $2,381-69.2% |
| Participant deferral / active EE | $1,018 | $3,175-67.9% | $5,081-80.0% | $3,470-70.7% |
| Admin fee / account holder | $509 | $5,589-90.9% | $13,411-96.2% | $4,887-89.6% |