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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 | $13,050 | $129,959-90.0% | $104,301-87.5% | $134,532-90.3% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -27.96% | 42.04%-70.0pp | 24.61%-52.6pp | 418.27%-446.2pp |
| Employer contribution / active EE | $820 | $4,185-80.4% | $3,373-75.7% | $4,741-82.7% |
| Participant deferral / active EE | $2,017 | $5,589-63.9% | $4,626-56.4% | $6,401-68.5% |
| Admin fee / account holder | $976 | $9,325-89.5% | $7,340-86.7% | $11,429-91.5% |