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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 | $4,122 | $48,364-91.5% | $71,796-94.3% | $62,881-93.4% |
| Participation rate | 36.1% | 60.6%-24.5pp | 69.1%-33.0pp | 69.3%-33.2pp |
| Annual return | -31.01% | 13.16%-44.2pp | 78.04%-109.1pp | 20.14%-51.2pp |
| Employer contribution / active EE | $262 | $1,042-74.9% | $1,924-86.4% | $2,281-88.5% |
| Participant deferral / active EE | $927 | $2,091-55.7% | $2,794-66.8% | $3,203-71.0% |
| Admin fee / account holder | $1,561 | $3,771-58.6% | $4,815-67.6% | $4,296-63.7% |