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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 | $10,391 | $44,873-76.8% | $79,467-86.9% | $56,289-81.5% |
| Participation rate | 60.8% | 68.7%-8.0pp | 73.3%-12.6pp | 69.9%-9.1pp |
| Annual return | -12.38% | 0.81%-13.2pp | 718.30%-730.7pp | -9.96%-2.4pp |
| Employer contribution / active EE | $688 | $2,140-67.9% | $2,800-75.4% | $2,111-67.4% |
| Participant deferral / active EE | $1,789 | $2,746-34.9% | $3,704-51.7% | $3,350-46.6% |
| Admin fee / account holder | $824 | $418+96.8% | $5,104-83.9% | $521+58.1% |