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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 | $9,051 | $52,519-82.8% | $155,789-94.2% | $59,633-84.8% |
| Participation rate | 42.3% | 61.7%-19.4pp | 76.1%-33.8pp | 68.7%-26.4pp |
| Annual return | -3.05% | 53.51%-56.6pp | 71.54%-74.6pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $772 | $1,589-51.4% | $3,839-79.9% | $2,203-64.9% |
| Participant deferral / active EE | $1,440 | $3,084-53.3% | $4,798-70.0% | $3,192-54.9% |
| Admin fee / account holder | $473 | $3,540-86.6% | $7,477-93.7% | $4,297-89.0% |