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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 | $7,709 | $54,370-85.8% | $82,763-90.7% | $68,490-88.7% |
| Participation rate | 25.3% | 63.9%-38.6pp | 72.6%-47.3pp | 67.9%-42.6pp |
| Annual return | -34.22% | -13.67%-20.5pp | 702.45%-736.7pp | -7.85%-26.4pp |
| Employer contribution / active EE | $824 | $2,219-62.9% | $3,008-72.6% | $2,597-68.3% |
| Participant deferral / active EE | $1,088 | $3,247-66.5% | $4,395-75.2% | $4,028-73.0% |
| Admin fee / account holder | $989 | $4,398-77.5% | $5,325-81.4% | $5,403-81.7% |