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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 | $8,762 | $54,355-83.9% | $82,744-89.4% | $68,486-87.2% |
| Participation rate | 35.1% | 63.9%-28.8pp | 72.6%-37.4pp | 67.9%-32.8pp |
| Annual return | -23.21% | -13.67%-9.5pp | 702.22%-725.4pp | -7.85%-15.4pp |
| Employer contribution / active EE | $309 | $2,219-86.1% | $3,008-89.7% | $2,597-88.1% |
| Participant deferral / active EE | $1,347 | $3,246-58.5% | $4,395-69.4% | $4,028-66.6% |
| Admin fee / account holder | $420 | $4,397-90.4% | $5,325-92.1% | $5,404-92.2% |