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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 | $8,719 | $72,404-88.0% | $110,241-92.1% | $64,181-86.4% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.2pp |
| Annual return | -21.51% | -6.29%-15.2pp | 314.75%-336.3pp | 7.63%-29.1pp |
| Employer contribution / active EE | $719 | $2,282-68.5% | $3,827-81.2% | $2,381-69.8% |
| Participant deferral / active EE | $2,529 | $3,469-27.1% | $4,672-45.9% | $3,470-27.1% |
| Admin fee / account holder | $401 | $5,664-92.9% | $8,548-95.3% | $4,887-91.8% |