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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 | $9,856 | $75,962-87.0% | $154,108-93.6% | $64,173-84.6% |
| Participation rate | 50.5% | 70.4%-19.9pp | 83.0%-32.5pp | 69.6%-19.0pp |
| Annual return | -13.19% | 30.32%-43.5pp | 735.21%-748.4pp | 7.63%-20.8pp |
| Employer contribution / active EE | $1,223 | $3,350-63.5% | $5,298-76.9% | $2,381-48.6% |
| Participant deferral / active EE | $1,787 | $3,175-43.7% | $5,081-64.8% | $3,470-48.5% |
| Admin fee / account holder | $890 | $5,589-84.1% | $13,411-93.4% | $4,887-81.8% |