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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 | $8,307 | $75,962-89.1% | $154,111-94.6% | $64,173-87.1% |
| Participation rate | 35.8% | 70.4%-34.6pp | 83.0%-47.2pp | 69.6%-33.7pp |
| Annual return | -11.97% | 30.32%-42.3pp | 735.18%-747.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $460 | $3,350-86.3% | $5,298-91.3% | $2,381-80.7% |
| Participant deferral / active EE | $1,580 | $3,175-50.2% | $5,081-68.9% | $3,470-54.5% |
| Admin fee / account holder | $319 | $5,589-94.3% | $13,411-97.6% | $4,887-93.5% |