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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 | $8,465 | $59,116-85.7% | $86,438-90.2% | $68,486-87.6% |
| Participation rate | 60.7% | 75.2%-14.5pp | 80.3%-19.6pp | 67.9%-7.2pp |
| Annual return | -20.19% | -0.23%-20.0pp | 4397.19%-4417.4pp | -7.85%-12.3pp |
| Employer contribution / active EE | $483 | $2,519-80.8% | $3,769-87.2% | $2,597-81.4% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $997 | $5,639-82.3% | $6,733-85.2% | $5,404-81.6% |