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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 | $8,929 | $211,946-95.8% | $169,452-94.7% | $135,380-93.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.25% | 3.26%-13.5pp | 1.83%-12.1pp | 519.81%-530.1pp |
| Employer contribution / active EE | $994 | $5,117-80.6% | $4,157-76.1% | $4,779-79.2% |
| Participant deferral / active EE | $1,105 | $6,075-81.8% | $5,277-79.1% | $5,609-80.3% |
| Admin fee / account holder | $1,544 | $11,472-86.5% | $9,110-83.0% | $10,828-85.7% |