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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 | $6,987 | $57,350-87.8% | $83,850-91.7% | $64,181-89.1% |
| Participation rate | 51.4% | 68.6%-17.3pp | 76.1%-24.8pp | 69.6%-18.2pp |
| Annual return | -14.99% | 11.38%-26.4pp | 850.92%-865.9pp | 7.63%-22.6pp |
| Employer contribution / active EE | $653 | $2,545-74.3% | $3,631-82.0% | $2,381-72.6% |
| Participant deferral / active EE | $1,555 | $2,993-48.1% | $4,082-61.9% | $3,470-55.2% |
| Admin fee / account holder | $345 | $4,046-91.5% | $5,478-93.7% | $4,887-92.9% |