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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 | $8,369 | $49,177-83.0% | $79,476-89.5% | $64,181-87.0% |
| Participation rate | 29.4% | 65.0%-35.6pp | 73.3%-43.9pp | 69.6%-40.2pp |
| Annual return | -11.66% | -1.16%-10.5pp | 718.21%-729.9pp | 7.63%-19.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $863 | $2,821-69.4% | $3,704-76.7% | $3,470-75.1% |
| Admin fee / account holder | $464 | $3,839-87.9% | $5,113-90.9% | $4,887-90.5% |