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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 | $830 | $67,352-98.8% | $60,899-98.6% | $134,509-99.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -20.48% | 49.99%-70.5pp | 16.92%-37.4pp | 418.13%-438.6pp |
| Employer contribution / active EE | $812 | $3,098-73.8% | $2,702-70.0% | $4,741-82.9% |
| Participant deferral / active EE | $1,514 | $4,539-66.7% | $3,817-60.3% | $6,400-76.4% |
| Admin fee / account holder | $832 | $4,585-81.9% | $3,225-74.2% | $11,427-92.7% |