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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 | $9,664 | $49,177-80.3% | $79,466-87.8% | $64,173-84.9% |
| Participation rate | 59.2% | 65.0%-5.8pp | 73.3%-14.2pp | 69.6%-10.4pp |
| Annual return | -13.09% | -1.16%-11.9pp | 718.28%-731.4pp | 7.63%-20.7pp |
| Employer contribution / active EE | $600 | $2,076-71.1% | $2,800-78.6% | $2,381-74.8% |
| Participant deferral / active EE | $3,213 | $2,821+13.9% | $3,704-13.3% | $3,470-7.4% |
| Admin fee / account holder | $558 | $3,839-85.5% | $5,104-89.1% | $4,887-88.6% |