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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 | $10,638 | $78,694-86.5% | $67,652-84.3% | $125,389-91.5% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -12.16% | 9.46%-21.6pp | 6625.40%-6637.6pp | 282.24%-294.4pp |
| Employer contribution / active EE | $1,221 | $3,044-59.9% | $2,266-46.1% | $4,866-74.9% |
| Participant deferral / active EE | $2,800 | $4,292-34.8% | $3,560-21.3% | $5,352-47.7% |
| Admin fee / account holder | $304 | $7,403-95.9% | $4,821-93.7% | $9,541-96.8% |