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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 | $8,212 | $92,219-91.1% | $76,768-89.3% | $135,379-93.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -9.58% | 5.46%-15.0pp | 2.43%-12.0pp | 519.79%-529.4pp |
| Employer contribution / active EE | $687 | $3,216-78.6% | $2,485-72.3% | $4,779-85.6% |
| Participant deferral / active EE | $1,657 | $4,508-63.3% | $3,852-57.0% | $5,609-70.5% |
| Admin fee / account holder | $790 | $10,749-92.7% | $6,675-88.2% | $10,828-92.7% |