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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 | $11,637 | $57,352-79.7% | $83,831-86.1% | $64,173-81.9% |
| Participation rate | 41.9% | 68.6%-26.7pp | 76.1%-34.2pp | 69.6%-27.6pp |
| Annual return | -13.87% | 11.38%-25.3pp | 850.99%-864.9pp | 7.63%-21.5pp |
| Employer contribution / active EE | $740 | $2,546-70.9% | $3,631-79.6% | $2,381-68.9% |
| Participant deferral / active EE | $1,982 | $2,993-33.8% | $4,082-51.4% | $3,470-42.9% |
| Admin fee / account holder | $785 | $4,046-80.6% | $5,479-85.7% | $4,887-83.9% |