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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 | $12,448 | $72,404-82.8% | $110,241-88.7% | $64,181-80.6% |
| Participation rate | 39.4% | 73.3%-33.9pp | 79.8%-40.4pp | 69.6%-30.2pp |
| Annual return | -13.93% | -6.29%-7.6pp | 314.75%-328.7pp | 7.63%-21.6pp |
| Employer contribution / active EE | $815 | $2,282-64.3% | $3,827-78.7% | $2,381-65.8% |
| Participant deferral / active EE | $2,085 | $3,469-39.9% | $4,672-55.4% | $3,470-39.9% |
| Admin fee / account holder | $377 | $5,664-93.3% | $8,548-95.6% | $4,887-92.3% |