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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 | $5,898 | $75,962-92.2% | $154,111-96.2% | $64,173-90.8% |
| Participation rate | 51.4% | 70.4%-19.1pp | 83.0%-31.7pp | 69.6%-18.2pp |
| Annual return | -9.07% | 30.32%-39.4pp | 735.18%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $757 | $3,350-77.4% | $5,298-85.7% | $2,381-68.2% |
| Participant deferral / active EE | $940 | $3,175-70.4% | $5,081-81.5% | $3,470-72.9% |
| Admin fee / account holder | $1,344 | $5,589-76.0% | $13,411-90.0% | $4,887-72.5% |