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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 | $8,315 | $57,352-85.5% | $83,830-90.1% | $64,173-87.0% |
| Participation rate | 55.9% | 68.6%-12.7pp | 76.1%-20.3pp | 69.6%-13.7pp |
| Annual return | -21.69% | 11.38%-33.1pp | 850.97%-872.7pp | 7.63%-29.3pp |
| Employer contribution / active EE | $1,273 | $2,546-50.0% | $3,631-64.9% | $2,381-46.5% |
| Participant deferral / active EE | $2,090 | $2,993-30.2% | $4,082-48.8% | $3,470-39.8% |
| Admin fee / account holder | $777 | $4,046-80.8% | $5,479-85.8% | $4,887-84.1% |