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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 | $123,155-99.2% | $108,753-99.1% | $155,188-99.4% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | -47.02% | 44.73%-91.8pp | 37.47%-84.5pp | 148.84%-195.9pp |
| Employer contribution / active EE | $693 | $2,811-75.4% | $2,427-71.4% | $4,248-83.7% |
| Participant deferral / active EE | $1,599 | $4,623-65.4% | $4,115-61.2% | $6,531-75.5% |
| Admin fee / account holder | $8,055 | $12,126-33.6% | $10,320-21.9% | $14,480-44.4% |