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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 | $7,618 | $44,103-82.7% | $75,826-90.0% | $64,173-88.1% |
| Participation rate | 59.8% | 62.7%-3.0pp | 68.2%-8.4pp | 69.6%-9.8pp |
| Annual return | -10.82% | -4.72%-6.1pp | 1914.15%-1925.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,152 | $1,446-20.3% | $1,913-39.8% | $2,381-51.6% |
| Participant deferral / active EE | $2,044 | $2,204-7.3% | $2,862-28.6% | $3,470-41.1% |
| Admin fee / account holder | $986 | $3,506-71.9% | $4,726-79.1% | $4,887-79.8% |