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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 | $8,673 | $45,566-81.0% | $64,105-86.5% | $59,633-85.5% |
| Participation rate | 52.4% | 60.2%-7.8pp | 68.2%-15.8pp | 68.7%-16.3pp |
| Annual return | -7.32% | 4.95%-12.3pp | 791.24%-798.6pp | 2041.45%-2048.8pp |
| Employer contribution / active EE | $778 | $934-16.7% | $1,820-57.3% | $2,203-64.7% |
| Participant deferral / active EE | $2,076 | $2,057+1.0% | $2,822-26.4% | $3,192-34.9% |
| Admin fee / account holder | $445 | $3,268-86.4% | $4,499-90.1% | $4,297-89.7% |