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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 | $16,006 | $57,350-72.1% | $83,850-80.9% | $64,181-75.1% |
| Participation rate | 26.9% | 68.6%-41.7pp | 76.1%-49.2pp | 69.6%-42.6pp |
| Annual return | -9.71% | 11.38%-21.1pp | 850.92%-860.6pp | 7.63%-17.3pp |
| Employer contribution / active EE | $629 | $2,545-75.3% | $3,631-82.7% | $2,381-73.6% |
| Participant deferral / active EE | $1,390 | $2,993-53.6% | $4,082-65.9% | $3,470-59.9% |
| Admin fee / account holder | $998 | $4,046-75.3% | $5,478-81.8% | $4,887-79.6% |