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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 | $10,205 | $47,977-78.7% | $154,108-93.4% | $56,289-81.9% |
| Participation rate | 37.0% | 66.2%-29.2pp | 83.0%-46.0pp | 69.9%-32.9pp |
| Annual return | -13.30% | 3.54%-16.8pp | 735.21%-748.5pp | -9.96%-3.3pp |
| Employer contribution / active EE | $603 | $2,169-72.2% | $5,298-88.6% | $2,111-71.4% |
| Participant deferral / active EE | $784 | $2,392-67.2% | $5,081-84.6% | $3,350-76.6% |
| Admin fee / account holder | $1,749 | $438+299.1% | $13,411-87.0% | $521+235.8% |