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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 | $8,811 | $39,798-77.9% | $67,704-87.0% | $59,633-85.2% |
| Participation rate | 42.6% | 57.4%-14.8pp | 67.5%-25.0pp | 68.7%-26.1pp |
| Annual return | -5.97% | 89.94%-95.9pp | 25.41%-31.4pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $855 | $1,393-38.6% | $2,559-66.6% | $2,203-61.2% |
| Participant deferral / active EE | $1,724 | $2,335-26.2% | $3,585-51.9% | $3,192-46.0% |
| Admin fee / account holder | $432 | $3,212-86.5% | $4,255-89.8% | $4,297-89.9% |