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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 | $9,204 | $78,694-88.3% | $67,653-86.4% | $125,388-92.7% |
| Participation rate | 43.8% | 78.8%-35.1pp | 75.7%-31.9pp | 83.2%-39.4pp |
| Annual return | -6.76% | 9.46%-16.2pp | 6625.22%-6632.0pp | 282.24%-289.0pp |
| Employer contribution / active EE | $801 | $3,044-73.7% | $2,266-64.6% | $4,866-83.5% |
| Participant deferral / active EE | $2,447 | $4,292-43.0% | $3,560-31.3% | $5,352-54.3% |
| Admin fee / account holder | $390 | $7,403-94.7% | $4,821-91.9% | $9,541-95.9% |