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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 | $11,455 | $101,063-88.7% | $81,473-85.9% | $147,586-92.2% |
| Participation rate | 21.1% | 74.5%-53.4pp | 68.0%-46.9pp | 82.8%-61.8pp |
| Annual return | -6.69% | 32.41%-39.1pp | 38.78%-45.5pp | 578.59%-585.3pp |
| Employer contribution / active EE | $256 | $3,206-92.0% | $2,568-90.0% | $4,876-94.7% |
| Participant deferral / active EE | $855 | $4,242-79.9% | $3,537-75.8% | $5,439-84.3% |
| Admin fee / account holder | $3,552 | $5,812-38.9% | $4,561-22.1% | $10,886-67.4% |