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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 | $9,886 | $39,245-74.8% | $64,105-84.6% | $52,331-81.1% |
| Participation rate | 69.8% | 58.2%+11.6pp | 68.2%+1.6pp | 68.1%+1.7pp |
| Annual return | -4.27% | 14.79%-19.1pp | 791.24%-795.5pp | 4.54%-8.8pp |
| Employer contribution / active EE | $659 | $736-10.5% | $1,820-63.8% | $1,882-65.0% |
| Participant deferral / active EE | $1,869 | $1,992-6.1% | $2,822-33.8% | $3,022-38.1% |
| Admin fee / account holder | $319 | $592-46.2% | $4,499-92.9% | $592-46.1% |