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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 | $8,918 | $91,198-90.2% | $178,503-95.0% | $79,856-88.8% |
| Participation rate | 20.7% | 69.2%-48.5pp | 81.9%-61.2pp | 69.6%-49.0pp |
| Annual return | -17.01% | 24.20%-41.2pp | 151.12%-168.1pp | 31.71%-48.7pp |
| Employer contribution / active EE | $568 | $3,257-82.6% | $5,011-88.7% | $2,471-77.0% |
| Participant deferral / active EE | $1,025 | $3,237-68.3% | $5,202-80.3% | $3,741-72.6% |
| Admin fee / account holder | $3,434 | $6,748-49.1% | $13,987-75.4% | $5,306-35.3% |