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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 | $8,225 | $54,370-84.9% | $82,763-90.1% | $68,490-88.0% |
| Participation rate | 47.1% | 63.9%-16.9pp | 72.6%-25.5pp | 67.9%-20.8pp |
| Annual return | -21.70% | -13.67%-8.0pp | 702.45%-724.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $631 | $2,219-71.6% | $3,008-79.0% | $2,597-75.7% |
| Participant deferral / active EE | $940 | $3,247-71.0% | $4,395-78.6% | $4,028-76.7% |
| Admin fee / account holder | $615 | $4,398-86.0% | $5,325-88.5% | $5,403-88.6% |