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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 | $18,529 | $55,449-66.6% | $83,831-77.9% | $56,289-67.1% |
| Participation rate | 43.4% | 68.0%-24.6pp | 76.1%-32.7pp | 69.9%-26.4pp |
| Annual return | -10.81% | -1.38%-9.4pp | 850.99%-861.8pp | -9.96%-0.9pp |
| Employer contribution / active EE | $663 | $2,430-72.7% | $3,631-81.7% | $2,111-68.6% |
| Participant deferral / active EE | $1,581 | $2,935-46.2% | $4,082-61.3% | $3,350-52.8% |
| Admin fee / account holder | $342 | $656-47.9% | $5,479-93.8% | $521-34.4% |