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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 | $10,607 | $55,449-80.9% | $83,830-87.3% | $56,287-81.2% |
| Participation rate | 60.2% | 68.0%-7.8pp | 76.1%-16.0pp | 69.9%-9.7pp |
| Annual return | -9.59% | -1.38%-8.2pp | 850.97%-860.6pp | -9.96%+0.4pp |
| Employer contribution / active EE | $746 | $2,430-69.3% | $3,631-79.5% | $2,111-64.7% |
| Participant deferral / active EE | $1,870 | $2,935-36.3% | $4,082-54.2% | $3,350-44.2% |
| Admin fee / account holder | $759 | $656+15.8% | $5,479-86.1% | $521+45.8% |