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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 | $11,898 | $44,850-73.5% | $60,547-80.3% | $59,633-80.0% |
| Participation rate | 48.1% | 59.5%-11.4pp | 68.0%-19.9pp | 68.7%-20.6pp |
| Annual return | -3.65% | 1074.14%-1077.8pp | 335.64%-339.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $310 | $1,462-78.8% | $2,419-87.2% | $2,203-85.9% |
| Participant deferral / active EE | $1,078 | $2,230-51.7% | $3,328-67.6% | $3,192-66.2% |
| Admin fee / account holder | $5,121 | $3,635+40.9% | $4,536+12.9% | $4,297+19.2% |