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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 | $9,023 | $54,355-83.4% | $82,744-89.1% | $68,486-86.8% |
| Participation rate | 22.6% | 63.9%-41.3pp | 72.6%-50.0pp | 67.9%-45.3pp |
| Annual return | -33.01% | -13.67%-19.3pp | 702.22%-735.2pp | -7.85%-25.2pp |
| Employer contribution / active EE | $842 | $2,219-62.0% | $3,008-72.0% | $2,597-67.6% |
| Participant deferral / active EE | $1,323 | $3,246-59.2% | $4,395-69.9% | $4,028-67.1% |
| Admin fee / account holder | $992 | $4,397-77.4% | $5,325-81.4% | $5,404-81.6% |