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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 | $9,473 | $40,264-76.5% | $57,349-83.5% | $59,633-84.1% |
| Participation rate | 32.6% | 69.2%-36.6pp | 75.1%-42.5pp | 68.7%-36.1pp |
| Annual return | -30.29% | 27.51%-57.8pp | 24.40%-54.7pp | 2041.40%-2071.7pp |
| Employer contribution / active EE | $476 | $1,922-75.2% | $2,689-82.3% | $2,203-78.4% |
| Participant deferral / active EE | $1,093 | $2,400-54.5% | $3,162-65.4% | $3,192-65.8% |
| Admin fee / account holder | $5,087 | $2,819+80.5% | $3,356+51.6% | $4,297+18.4% |