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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 | $12,366 | $45,566-72.9% | $64,105-80.7% | $59,633-79.3% |
| Participation rate | 39.3% | 60.2%-20.9pp | 68.2%-28.9pp | 68.7%-29.4pp |
| Annual return | -3.02% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $411 | $934-56.0% | $1,820-77.4% | $2,203-81.4% |
| Participant deferral / active EE | $1,642 | $2,057-20.1% | $2,822-41.8% | $3,192-48.5% |
| Admin fee / account holder | $1,214 | $3,268-62.8% | $4,499-73.0% | $4,297-71.8% |