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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 | $9,530 | $90,486-89.5% | $78,676-87.9% | $273,972-96.5% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | -7.12% | 75.62%-82.7pp | 62.19%-69.3pp | 41.46%-48.6pp |
| Employer contribution / active EE | $221 | $3,175-93.0% | $2,850-92.2% | $4,869-95.5% |
| Participant deferral / active EE | $667 | $3,901-82.9% | $3,517-81.0% | $5,287-87.4% |
| Admin fee / account holder | $1,900 | $5,263-63.9% | $4,510-57.9% | $10,133-81.3% |