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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 | $19,012 | $55,449-65.7% | $83,830-77.3% | $56,287-66.2% |
| Participation rate | 38.9% | 68.0%-29.1pp | 76.1%-37.3pp | 69.9%-31.0pp |
| Annual return | -8.05% | -1.38%-6.7pp | 850.97%-859.0pp | -9.96%+1.9pp |
| Employer contribution / active EE | $977 | $2,430-59.8% | $3,631-73.1% | $2,111-53.7% |
| Participant deferral / active EE | $1,769 | $2,935-39.7% | $4,082-56.7% | $3,350-47.2% |
| Admin fee / account holder | $903 | $656+37.7% | $5,479-83.5% | $521+73.3% |