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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 | $9,034 | $133,998-93.3% | $112,263-92.0% | $134,545-93.3% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -26.89% | 47.17%-74.1pp | 27.49%-54.4pp | 418.37%-445.3pp |
| Employer contribution / active EE | $869 | $4,040-78.5% | $3,636-76.1% | $4,742-81.7% |
| Participant deferral / active EE | $1,698 | $5,292-67.9% | $4,729-64.1% | $6,401-73.5% |
| Admin fee / account holder | $1,805 | $7,493-75.9% | $6,410-71.8% | $11,431-84.2% |