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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 | $9,082 | $54,370-83.3% | $82,763-89.0% | $68,490-86.7% |
| Participation rate | 31.0% | 63.9%-32.9pp | 72.6%-41.5pp | 67.9%-36.9pp |
| Annual return | -25.80% | -13.67%-12.1pp | 702.45%-728.2pp | -7.85%-17.9pp |
| Employer contribution / active EE | $338 | $2,219-84.8% | $3,008-88.8% | $2,597-87.0% |
| Participant deferral / active EE | $1,886 | $3,247-41.9% | $4,395-57.1% | $4,028-53.2% |
| Admin fee / account holder | $4,739 | $4,398+7.8% | $5,325-11.0% | $5,403-12.3% |