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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 | $7,522 | $165,939-95.5% | $122,354-93.9% | $147,586-94.9% |
| Participation rate | 12.5% | 79.6%-67.1pp | 71.6%-59.1pp | 82.8%-70.3pp |
| Annual return | -21.59% | 34.56%-56.1pp | 30.28%-51.9pp | 578.59%-600.2pp |
| Employer contribution / active EE | $168 | $5,754-97.1% | $4,051-95.9% | $4,876-96.6% |
| Participant deferral / active EE | $526 | $4,005-86.9% | $3,287-84.0% | $5,439-90.3% |
| Admin fee / account holder | $1,502 | $7,425-79.8% | $5,479-72.6% | $10,886-86.2% |