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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 | $14,604 | $72,404-79.8% | $110,243-86.8% | $64,173-77.2% |
| Participation rate | 44.2% | 73.3%-29.2pp | 79.8%-35.6pp | 69.6%-25.4pp |
| Annual return | -14.17% | -6.29%-7.9pp | 314.76%-328.9pp | 7.63%-21.8pp |
| Employer contribution / active EE | $912 | $2,282-60.0% | $3,827-76.2% | $2,381-61.7% |
| Participant deferral / active EE | $2,295 | $3,469-33.8% | $4,672-50.9% | $3,470-33.8% |
| Admin fee / account holder | $1,797 | $5,664-68.3% | $8,548-79.0% | $4,887-63.2% |