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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 | $9,755 | $43,730-77.7% | $121,220-92.0% | $64,173-84.8% |
| Participation rate | 40.7% | 58.3%-17.6pp | 71.8%-31.0pp | 69.6%-28.8pp |
| Annual return | -19.12% | 68.94%-88.1pp | 16.94%-36.1pp | 7.63%-26.8pp |
| Employer contribution / active EE | $1,005 | $1,297-22.5% | $4,023-75.0% | $2,381-57.8% |
| Participant deferral / active EE | $1,622 | $2,281-28.9% | $3,345-51.5% | $3,470-53.3% |
| Admin fee / account holder | $346 | $3,502-90.1% | $5,021-93.1% | $4,887-92.9% |