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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 | $8,881 | $49,177-81.9% | $79,466-88.8% | $64,173-86.2% |
| Participation rate | 16.1% | 65.0%-48.9pp | 73.3%-57.2pp | 69.6%-53.4pp |
| Annual return | -14.13% | -1.16%-13.0pp | 718.28%-732.4pp | 7.63%-21.8pp |
| Employer contribution / active EE | $379 | $2,076-81.8% | $2,800-86.5% | $2,381-84.1% |
| Participant deferral / active EE | $804 | $2,821-71.5% | $3,704-78.3% | $3,470-76.8% |
| Admin fee / account holder | $4,454 | $3,839+16.0% | $5,104-12.7% | $4,887-8.9% |