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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 | $354 | $134,001-99.7% | $112,258-99.7% | $134,509-99.7% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -78.94% | 47.15%-126.1pp | 27.47%-106.4pp | 418.13%-497.1pp |
| Employer contribution / active EE | $8,565 | $4,039+112.0% | $3,636+135.6% | $4,741+80.7% |
| Participant deferral / active EE | $2,133 | $5,291-59.7% | $4,728-54.9% | $6,400-66.7% |
| Admin fee / account holder | $7,793 | $7,491+4.0% | $6,411+21.6% | $11,427-31.8% |