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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 | $8,197 | $152,542-94.6% | $117,498-93.0% | $134,509-93.9% |
| Participation rate | 21.4% | 77.1%-55.7pp | 70.6%-49.2pp | 81.2%-59.8pp |
| Annual return | -24.60% | 53.02%-77.6pp | 29.75%-54.4pp | 418.13%-442.7pp |
| Employer contribution / active EE | $589 | $5,574-89.4% | $4,178-85.9% | $4,741-87.6% |
| Participant deferral / active EE | $2,770 | $4,819-42.5% | $4,071-32.0% | $6,400-56.7% |
| Admin fee / account holder | $2,159 | $7,006-69.2% | $5,646-61.8% | $11,427-81.1% |