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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 | $10,314 | $45,566-77.4% | $64,105-83.9% | $59,633-82.7% |
| Participation rate | 27.3% | 60.2%-32.9pp | 68.2%-40.9pp | 68.7%-41.4pp |
| Annual return | -7.71% | 4.95%-12.7pp | 791.24%-799.0pp | 2041.45%-2049.2pp |
| Employer contribution / active EE | $179 | $934-80.8% | $1,820-90.2% | $2,203-91.9% |
| Participant deferral / active EE | $1,740 | $2,057-15.4% | $2,822-38.3% | $3,192-45.5% |
| Admin fee / account holder | $936 | $3,268-71.4% | $4,499-79.2% | $4,297-78.2% |