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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 | $9,130 | $39,245-76.7% | $64,105-85.8% | $52,331-82.6% |
| Participation rate | 56.8% | 58.2%-1.4pp | 68.2%-11.4pp | 68.1%-11.3pp |
| Annual return | -5.55% | 14.79%-20.3pp | 791.24%-796.8pp | 4.54%-10.1pp |
| Employer contribution / active EE | $955 | $736+29.8% | $1,820-47.5% | $1,882-49.2% |
| Participant deferral / active EE | $1,702 | $1,992-14.5% | $2,822-39.7% | $3,022-43.7% |
| Admin fee / account holder | $345 | $592-41.8% | $4,499-92.3% | $592-41.8% |