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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 | $10,946 | $43,730-75.0% | $121,208-91.0% | $64,181-82.9% |
| Participation rate | 20.3% | 58.3%-38.0pp | 71.8%-51.4pp | 69.6%-49.2pp |
| Annual return | -14.33% | 68.94%-83.3pp | 16.93%-31.3pp | 7.63%-22.0pp |
| Employer contribution / active EE | $521 | $1,297-59.9% | $4,023-87.1% | $2,381-78.1% |
| Participant deferral / active EE | $1,068 | $2,281-53.2% | $3,345-68.1% | $3,470-69.2% |
| Admin fee / account holder | $598 | $3,502-82.9% | $5,020-88.1% | $4,887-87.8% |