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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 | $12,708 | $75,962-83.3% | $154,108-91.8% | $64,173-80.2% |
| Participation rate | 57.4% | 70.4%-13.0pp | 83.0%-25.6pp | 69.6%-12.2pp |
| Annual return | -11.54% | 30.32%-41.9pp | 735.21%-746.7pp | 7.63%-19.2pp |
| Employer contribution / active EE | $694 | $3,350-79.3% | $5,298-86.9% | $2,381-70.8% |
| Participant deferral / active EE | $1,609 | $3,175-49.3% | $5,081-68.3% | $3,470-53.6% |
| Admin fee / account holder | $789 | $5,589-85.9% | $13,411-94.1% | $4,887-83.9% |