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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 | $6,637 | $117,426-94.3% | $99,470-93.3% | $152,885-95.7% |
| Participation rate | 42.9% | 77.5%-34.7pp | 73.8%-31.0pp | 82.5%-39.6pp |
| Annual return | -38.60% | 31.87%-70.5pp | 30.72%-69.3pp | 345.39%-384.0pp |
| Employer contribution / active EE | $390 | $3,014-87.1% | $2,540-84.6% | $4,763-91.8% |
| Participant deferral / active EE | $1,468 | $4,086-64.1% | $3,619-59.4% | $5,851-74.9% |
| Admin fee / account holder | $2,378 | $7,634-68.8% | $6,252-62.0% | $11,598-79.5% |