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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 | $13,756 | $82,630-83.4% | $64,105-78.5% | $125,389-89.0% |
| Participation rate | 52.4% | 75.9%-23.5pp | 68.2%-15.8pp | 83.2%-30.8pp |
| Annual return | -4.15% | 1489.72%-1493.9pp | 791.24%-795.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $538 | $2,671-79.8% | $1,820-70.4% | $4,866-88.9% |
| Participant deferral / active EE | $2,282 | $3,608-36.8% | $2,822-19.1% | $5,352-57.4% |
| Admin fee / account holder | $653 | $6,382-89.8% | $4,499-85.5% | $9,541-93.2% |