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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 | $9,961 | $69,012-85.6% | $160,009-93.8% | $68,486-85.5% |
| Participation rate | 36.5% | 65.4%-28.9pp | 78.0%-41.4pp | 67.9%-31.4pp |
| Annual return | -29.59% | -9.65%-19.9pp | 408.85%-438.4pp | -7.85%-21.7pp |
| Employer contribution / active EE | $1,590 | $2,212-28.1% | $4,225-62.4% | $2,597-38.8% |
| Participant deferral / active EE | $2,222 | $4,212-47.2% | $6,183-64.1% | $4,028-44.8% |
| Admin fee / account holder | $772 | $4,798-83.9% | $8,715-91.1% | $5,404-85.7% |