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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 | $8,060 | $39,798-79.7% | $67,704-88.1% | $59,633-86.5% |
| Participation rate | 52.8% | 57.4%-4.6pp | 67.5%-14.7pp | 68.7%-15.9pp |
| Annual return | -5.52% | 89.94%-95.5pp | 25.41%-30.9pp | 2041.40%-2046.9pp |
| Employer contribution / active EE | $885 | $1,393-36.5% | $2,559-65.4% | $2,203-59.8% |
| Participant deferral / active EE | $2,305 | $2,335-1.3% | $3,585-35.7% | $3,192-27.8% |
| Admin fee / account holder | $347 | $3,212-89.2% | $4,255-91.9% | $4,297-91.9% |