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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 | $12,894 | $95,975-86.6% | $74,549-82.7% | $135,379-90.5% |
| Participation rate | 27.8% | 75.7%-47.9pp | 69.1%-41.4pp | 82.6%-54.9pp |
| Annual return | -19.78% | 56.96%-76.7pp | 32.53%-52.3pp | 519.79%-539.6pp |
| Employer contribution / active EE | $741 | $2,716-72.7% | $1,961-62.2% | $4,779-84.5% |
| Participant deferral / active EE | $2,307 | $3,844-40.0% | $3,108-25.8% | $5,609-58.9% |
| Admin fee / account holder | $627 | $6,522-90.4% | $5,059-87.6% | $10,828-94.2% |