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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 | $7,464 | $75,959-90.2% | $154,114-95.2% | $64,181-88.4% |
| Participation rate | 46.4% | 70.4%-24.0pp | 83.0%-36.6pp | 69.6%-23.1pp |
| Annual return | -15.51% | 30.32%-45.8pp | 735.16%-750.7pp | 7.63%-23.1pp |
| Employer contribution / active EE | $524 | $3,350-84.4% | $5,298-90.1% | $2,381-78.0% |
| Participant deferral / active EE | $1,578 | $3,175-50.3% | $5,081-68.9% | $3,470-54.5% |
| Admin fee / account holder | $387 | $5,589-93.1% | $13,411-97.1% | $4,887-92.1% |