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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 | $7,508 | $43,730-82.8% | $121,220-93.8% | $64,173-88.3% |
| Participation rate | 45.0% | 58.3%-13.3pp | 71.8%-26.8pp | 69.6%-24.6pp |
| Annual return | -18.27% | 68.94%-87.2pp | 16.94%-35.2pp | 7.63%-25.9pp |
| Employer contribution / active EE | $872 | $1,297-32.7% | $4,023-78.3% | $2,381-63.4% |
| Participant deferral / active EE | $1,317 | $2,281-42.3% | $3,345-60.6% | $3,470-62.0% |
| Admin fee / account holder | $312 | $3,502-91.1% | $5,021-93.8% | $4,887-93.6% |