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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 | $7,636 | $71,873-89.4% | $86,698-91.2% | $68,490-88.9% |
| Participation rate | 56.9% | 72.2%-15.3pp | 76.6%-19.7pp | 67.9%-11.0pp |
| Annual return | -97.89% | 3.54%-101.4pp | 35.96%-133.9pp | -7.85%-90.0pp |
| Employer contribution / active EE | $895 | $2,173-58.8% | $2,837-68.4% | $2,597-65.5% |
| Participant deferral / active EE | $1,947 | $3,779-48.5% | $4,656-58.2% | $4,028-51.7% |
| Admin fee / account holder | $323 | $6,110-94.7% | $7,492-95.7% | $5,403-94.0% |