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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 | $959 | $124,980-99.2% | $108,359-99.1% | $154,746-99.4% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | -47.02% | 45.00%-92.0pp | 36.89%-83.9pp | 172.34%-219.4pp |
| Employer contribution / active EE | $693 | $2,851-75.7% | $2,399-71.1% | $4,379-84.2% |
| Participant deferral / active EE | $1,599 | $4,743-66.3% | $4,137-61.4% | $6,730-76.2% |
| Admin fee / account holder | $8,055 | $11,502-30.0% | $9,741-17.3% | $14,365-43.9% |