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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 | $9,478 | $112,933-91.6% | $90,970-89.6% | $158,982-94.0% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | -1.54% | 215.82%-217.4pp | 134.60%-136.1pp | 302.99%-304.5pp |
| Employer contribution / active EE | $1,079 | $2,893-62.7% | $2,122-49.2% | $4,763-77.3% |
| Participant deferral / active EE | $1,834 | $4,128-55.6% | $3,373-45.6% | $5,983-69.3% |
| Admin fee / account holder | $5,742 | $8,047-28.6% | $5,961-3.7% | $11,252-49.0% |