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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 | $3,296 | $97,125-96.6% | $86,233-96.2% | $137,256-97.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | -9.92% | 74.19%-84.1pp | 61.39%-71.3pp | 220.34%-230.3pp |
| Employer contribution / active EE | $1,133 | $2,841-60.1% | $2,504-54.8% | $4,156-72.7% |
| Participant deferral / active EE | $2,045 | $5,180-60.5% | $4,559-55.1% | $6,407-68.1% |
| Admin fee / account holder | $7,603 | $9,725-21.8% | $8,342-8.9% | $12,270-38.0% |