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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 | $11,264 | $55,449-79.7% | $83,850-86.6% | $56,287-80.0% |
| Participation rate | 48.7% | 68.0%-19.3pp | 76.1%-27.4pp | 69.9%-21.1pp |
| Annual return | -10.77% | -1.38%-9.4pp | 850.92%-861.7pp | -9.96%-0.8pp |
| Employer contribution / active EE | $1,173 | $2,430-51.7% | $3,631-67.7% | $2,111-44.5% |
| Participant deferral / active EE | $2,066 | $2,935-29.6% | $4,082-49.4% | $3,350-38.3% |
| Admin fee / account holder | $573 | $656-12.6% | $5,478-89.5% | $521+10.0% |