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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 | $9,338 | $47,977-80.5% | $154,114-93.9% | $56,287-83.4% |
| Participation rate | 21.9% | 66.2%-44.3pp | 83.0%-61.1pp | 69.9%-47.9pp |
| Annual return | -8.49% | 3.54%-12.0pp | 735.16%-743.7pp | -9.96%+1.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $822 | $2,392-65.6% | $5,081-83.8% | $3,350-75.5% |
| Admin fee / account holder | $474 | $438+8.1% | $13,411-96.5% | $521-9.1% |