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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 | $9,699 | $190,879-94.9% | $160,009-93.9% | $134,532-92.8% |
| Participation rate | 42.1% | 82.0%-39.9pp | 78.0%-35.9pp | 81.2%-39.1pp |
| Annual return | -21.24% | 552.63%-573.9pp | 408.85%-430.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $732 | $4,995-85.4% | $4,225-82.7% | $4,741-84.6% |
| Participant deferral / active EE | $2,243 | $6,924-67.6% | $6,183-63.7% | $6,401-65.0% |
| Admin fee / account holder | $1,173 | $10,495-88.8% | $8,715-86.5% | $11,429-89.7% |