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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 | $10,858 | $57,352-81.1% | $83,830-87.0% | $64,173-83.1% |
| Participation rate | 29.6% | 68.6%-39.0pp | 76.1%-46.5pp | 69.6%-39.9pp |
| Annual return | -19.23% | 11.38%-30.6pp | 850.97%-870.2pp | 7.63%-26.9pp |
| Employer contribution / active EE | $1,049 | $2,546-58.8% | $3,631-71.1% | $2,381-55.9% |
| Participant deferral / active EE | $2,037 | $2,993-32.0% | $4,082-50.1% | $3,470-41.3% |
| Admin fee / account holder | $658 | $4,046-83.7% | $5,479-88.0% | $4,887-86.5% |