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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 | $9,003 | $57,352-84.3% | $83,830-89.3% | $64,173-86.0% |
| Participation rate | 46.2% | 68.6%-22.5pp | 76.1%-30.0pp | 69.6%-23.4pp |
| Annual return | -8.86% | 11.38%-20.2pp | 850.97%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $684 | $2,546-73.1% | $3,631-81.2% | $2,381-71.3% |
| Participant deferral / active EE | $1,621 | $2,993-45.8% | $4,082-60.3% | $3,470-53.3% |
| Admin fee / account holder | $2,302 | $4,046-43.1% | $5,479-58.0% | $4,887-52.9% |