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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 | $9,993 | $49,177-79.7% | $79,467-87.4% | $64,173-84.4% |
| Participation rate | 52.3% | 65.0%-12.7pp | 73.3%-21.0pp | 69.6%-17.3pp |
| Annual return | -8.76% | -1.16%-7.6pp | 718.30%-727.1pp | 7.63%-16.4pp |
| Employer contribution / active EE | $400 | $2,076-80.7% | $2,800-85.7% | $2,381-83.2% |
| Participant deferral / active EE | $949 | $2,821-66.4% | $3,704-74.4% | $3,470-72.6% |
| Admin fee / account holder | $601 | $3,839-84.4% | $5,104-88.2% | $4,887-87.7% |