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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 | $9,209 | $49,177-81.3% | $79,467-88.4% | $64,173-85.6% |
| Participation rate | 43.8% | 65.0%-21.3pp | 73.3%-29.6pp | 69.6%-25.8pp |
| Annual return | -9.29% | -1.16%-8.1pp | 718.30%-727.6pp | 7.63%-16.9pp |
| Employer contribution / active EE | $656 | $2,076-68.4% | $2,800-76.6% | $2,381-72.4% |
| Participant deferral / active EE | $1,360 | $2,821-51.8% | $3,704-63.3% | $3,470-60.8% |
| Admin fee / account holder | $645 | $3,839-83.2% | $5,104-87.4% | $4,887-86.8% |