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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 | $9,493 | $75,962-87.5% | $154,111-93.8% | $64,173-85.2% |
| Participation rate | 46.2% | 70.4%-24.3pp | 83.0%-36.9pp | 69.6%-23.4pp |
| Annual return | -18.87% | 30.32%-49.2pp | 735.18%-754.1pp | 7.63%-26.5pp |
| Employer contribution / active EE | $796 | $3,350-76.2% | $5,298-85.0% | $2,381-66.6% |
| Participant deferral / active EE | $2,132 | $3,175-32.8% | $5,081-58.0% | $3,470-38.5% |
| Admin fee / account holder | $679 | $5,589-87.9% | $13,411-94.9% | $4,887-86.1% |