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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 | $11,934 | $75,962-84.3% | $154,111-92.3% | $64,173-81.4% |
| Participation rate | 65.6% | 70.4%-4.9pp | 83.0%-17.5pp | 69.6%-4.0pp |
| Annual return | -10.26% | 30.32%-40.6pp | 735.18%-745.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $892 | $3,350-73.4% | $5,298-83.2% | $2,381-62.5% |
| Participant deferral / active EE | $1,611 | $3,175-49.2% | $5,081-68.3% | $3,470-53.6% |
| Admin fee / account holder | $316 | $5,589-94.3% | $13,411-97.6% | $4,887-93.5% |