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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 | $9,960 | $46,360-78.5% | $147,617-93.3% | $52,331-81.0% |
| Participation rate | 62.0% | 64.9%-2.9pp | 84.6%-22.6pp | 68.1%-6.1pp |
| Annual return | -2.84% | 1.62%-4.5pp | 61.98%-64.8pp | 4.54%-7.4pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,248 | $2,258-44.7% | $4,895-74.5% | $3,022-58.7% |
| Admin fee / account holder | $1,875 | $766+144.9% | $11,612-83.9% | $592+217.0% |