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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 | $7,031 | $75,959-90.7% | $154,114-95.4% | $64,181-89.0% |
| Participation rate | 32.7% | 70.4%-37.7pp | 83.0%-50.3pp | 69.6%-36.9pp |
| Annual return | -10.35% | 30.32%-40.7pp | 735.16%-745.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $443 | $3,350-86.8% | $5,298-91.6% | $2,381-81.4% |
| Participant deferral / active EE | $988 | $3,175-68.9% | $5,081-80.6% | $3,470-71.5% |
| Admin fee / account holder | $1,189 | $5,589-78.7% | $13,411-91.1% | $4,887-75.7% |