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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 | $8,921 | $54,370-83.6% | $82,763-89.2% | $68,490-87.0% |
| Participation rate | 48.1% | 63.9%-15.8pp | 72.6%-24.4pp | 67.9%-19.7pp |
| Annual return | -21.25% | -13.67%-7.6pp | 702.45%-723.7pp | -7.85%-13.4pp |
| Employer contribution / active EE | $699 | $2,219-68.5% | $3,008-76.8% | $2,597-73.1% |
| Participant deferral / active EE | $1,623 | $3,247-50.0% | $4,395-63.1% | $4,028-59.7% |
| Admin fee / account holder | $740 | $4,398-83.2% | $5,325-86.1% | $5,403-86.3% |