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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 | $10,124 | $75,962-86.7% | $154,108-93.4% | $64,173-84.2% |
| Participation rate | 30.8% | 70.4%-39.6pp | 83.0%-52.3pp | 69.6%-38.8pp |
| Annual return | -13.54% | 30.32%-43.9pp | 735.21%-748.7pp | 7.63%-21.2pp |
| Employer contribution / active EE | $556 | $3,350-83.4% | $5,298-89.5% | $2,381-76.7% |
| Participant deferral / active EE | $1,131 | $3,175-64.4% | $5,081-77.7% | $3,470-67.4% |
| Admin fee / account holder | $633 | $5,589-88.7% | $13,411-95.3% | $4,887-87.1% |