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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 | $11,081 | $44,103-74.9% | $75,826-85.4% | $64,173-82.7% |
| Participation rate | 34.1% | 62.7%-28.6pp | 68.2%-34.1pp | 69.6%-35.4pp |
| Annual return | -13.05% | -4.72%-8.3pp | 1914.15%-1927.2pp | 7.63%-20.7pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,114 | $2,204-49.5% | $2,862-61.1% | $3,470-67.9% |
| Admin fee / account holder | $846 | $3,506-75.9% | $4,726-82.1% | $4,887-82.7% |