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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 | $10,597 | $49,177-78.5% | $79,467-86.7% | $64,173-83.5% |
| Participation rate | 45.2% | 65.0%-19.9pp | 73.3%-28.2pp | 69.6%-24.4pp |
| Annual return | -8.92% | -1.16%-7.8pp | 718.30%-727.2pp | 7.63%-16.5pp |
| Employer contribution / active EE | $453 | $2,076-78.2% | $2,800-83.8% | $2,381-81.0% |
| Participant deferral / active EE | $819 | $2,821-71.0% | $3,704-77.9% | $3,470-76.4% |
| Admin fee / account holder | $1,384 | $3,839-63.9% | $5,104-72.9% | $4,887-71.7% |