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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 | $7,540 | $54,370-86.1% | $82,763-90.9% | $68,490-89.0% |
| Participation rate | 34.3% | 63.9%-29.6pp | 72.6%-38.3pp | 67.9%-33.6pp |
| Annual return | -25.17% | -13.67%-11.5pp | 702.45%-727.6pp | -7.85%-17.3pp |
| Employer contribution / active EE | $699 | $2,219-68.5% | $3,008-76.8% | $2,597-73.1% |
| Participant deferral / active EE | $1,398 | $3,247-56.9% | $4,395-68.2% | $4,028-65.3% |
| Admin fee / account holder | $549 | $4,398-87.5% | $5,325-89.7% | $5,403-89.8% |