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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 | $9,181 | $77,908-88.2% | $149,696-93.9% | $75,173-87.8% |
| Participation rate | 41.4% | 65.6%-24.2pp | 78.8%-37.3pp | 67.2%-25.8pp |
| Annual return | 0.13% | 31.73%-31.6pp | 134.46%-134.3pp | 160.72%-160.6pp |
| Employer contribution / active EE | $2,986 | $3,138-4.8% | $4,821-38.1% | $2,671+11.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $957 | $5,950-83.9% | $13,212-92.8% | $5,651-83.1% |