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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 | $7,246 | $54,370-86.7% | $82,763-91.2% | $68,490-89.4% |
| Participation rate | 48.8% | 63.9%-15.1pp | 72.6%-23.7pp | 67.9%-19.1pp |
| Annual return | -20.98% | -13.67%-7.3pp | 702.45%-723.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $708 | $2,219-68.1% | $3,008-76.5% | $2,597-72.7% |
| Participant deferral / active EE | $1,068 | $3,247-67.1% | $4,395-75.7% | $4,028-73.5% |
| Admin fee / account holder | $522 | $4,398-88.1% | $5,325-90.2% | $5,403-90.3% |