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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 | $7,526 | $52,519-85.7% | $155,789-95.2% | $59,633-87.4% |
| Participation rate | 39.4% | 61.7%-22.3pp | 76.1%-36.7pp | 68.7%-29.3pp |
| Annual return | -7.23% | 53.51%-60.7pp | 71.54%-78.8pp | 2041.45%-2048.7pp |
| Employer contribution / active EE | $455 | $1,589-71.3% | $3,839-88.1% | $2,203-79.3% |
| Participant deferral / active EE | $1,429 | $3,084-53.7% | $4,798-70.2% | $3,192-55.2% |
| Admin fee / account holder | $324 | $3,540-90.9% | $7,477-95.7% | $4,297-92.5% |