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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 | $10,920 | $49,177-77.8% | $79,467-86.3% | $64,173-83.0% |
| Participation rate | 46.7% | 65.0%-18.4pp | 73.3%-26.7pp | 69.6%-22.9pp |
| Annual return | -8.27% | -1.16%-7.1pp | 718.30%-726.6pp | 7.63%-15.9pp |
| Employer contribution / active EE | $460 | $2,076-77.9% | $2,800-83.6% | $2,381-80.7% |
| Participant deferral / active EE | $2,031 | $2,821-28.0% | $3,704-45.2% | $3,470-41.5% |
| Admin fee / account holder | $3,951 | $3,839+2.9% | $5,104-22.6% | $4,887-19.2% |