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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 | $12,388 | $82,630-85.0% | $64,105-80.7% | $125,389-90.1% |
| Participation rate | 61.5% | 75.9%-14.3pp | 68.2%-6.6pp | 83.2%-21.7pp |
| Annual return | -6.63% | 1489.72%-1496.3pp | 791.24%-797.9pp | 282.24%-288.9pp |
| Employer contribution / active EE | $1,581 | $2,671-40.8% | $1,820-13.1% | $4,866-67.5% |
| Participant deferral / active EE | $3,180 | $3,608-11.9% | $2,822+12.7% | $5,352-40.6% |
| Admin fee / account holder | $4,117 | $6,382-35.5% | $4,499-8.5% | $9,541-56.9% |