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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 | $11,827 | $60,139-80.3% | $90,461-86.9% | $79,856-85.2% |
| Participation rate | 38.2% | 65.0%-26.8pp | 72.7%-34.5pp | 69.6%-31.4pp |
| Annual return | -1.93% | 71.96%-73.9pp | 1294.76%-1296.7pp | 31.71%-33.6pp |
| Employer contribution / active EE | $207 | $2,069-90.0% | $3,264-93.7% | $2,471-91.6% |
| Participant deferral / active EE | $1,849 | $2,939-37.1% | $3,964-53.4% | $3,741-50.6% |
| Admin fee / account holder | $1,229 | $3,978-69.1% | $5,617-78.1% | $5,306-76.8% |