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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 | $7,190 | $45,566-84.2% | $64,105-88.8% | $59,633-87.9% |
| Participation rate | 35.6% | 60.2%-24.6pp | 68.2%-32.6pp | 68.7%-33.1pp |
| Annual return | -4.28% | 4.95%-9.2pp | 791.24%-795.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $870 | $934-6.8% | $1,820-52.2% | $2,203-60.5% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,830 | $3,268-44.0% | $4,499-59.3% | $4,297-57.4% |