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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 | $10,934 | $49,177-77.8% | $79,467-86.2% | $64,173-83.0% |
| Participation rate | 62.1% | 65.0%-3.0pp | 73.3%-11.3pp | 69.6%-7.5pp |
| Annual return | -11.47% | -1.16%-10.3pp | 718.30%-729.8pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,192 | $2,076-42.6% | $2,800-57.4% | $2,381-49.9% |
| Participant deferral / active EE | $3,487 | $2,821+23.6% | $3,704-5.9% | $3,470+0.5% |
| Admin fee / account holder | $374 | $3,839-90.3% | $5,104-92.7% | $4,887-92.4% |