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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 | $10,126 | $91,198-88.9% | $178,503-94.3% | $79,856-87.3% |
| Participation rate | 66.0% | 69.2%-3.2pp | 81.9%-15.9pp | 69.6%-3.6pp |
| Annual return | -2.69% | 24.20%-26.9pp | 151.12%-153.8pp | 31.71%-34.4pp |
| Employer contribution / active EE | $731 | $3,257-77.5% | $5,011-85.4% | $2,471-70.4% |
| Participant deferral / active EE | $2,584 | $3,237-20.2% | $5,202-50.3% | $3,741-30.9% |
| Admin fee / account holder | $482 | $6,748-92.9% | $13,987-96.6% | $5,306-90.9% |