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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 | $8,552 | $57,352-85.1% | $83,831-89.8% | $64,173-86.7% |
| Participation rate | 52.3% | 68.6%-16.3pp | 76.1%-23.9pp | 69.6%-17.3pp |
| Annual return | -23.46% | 11.38%-34.8pp | 850.99%-874.4pp | 7.63%-31.1pp |
| Employer contribution / active EE | $1,400 | $2,546-45.0% | $3,631-61.5% | $2,381-41.2% |
| Participant deferral / active EE | $1,778 | $2,993-40.6% | $4,082-56.5% | $3,470-48.8% |
| Admin fee / account holder | $666 | $4,046-83.5% | $5,479-87.8% | $4,887-86.4% |