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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 | $8,633 | $97,729-91.2% | $83,830-89.7% | $135,379-93.6% |
| Participation rate | 43.5% | 80.0%-36.5pp | 76.1%-32.7pp | 82.6%-39.2pp |
| Annual return | -12.29% | 1287.52%-1299.8pp | 850.97%-863.3pp | 519.79%-532.1pp |
| Employer contribution / active EE | $1,303 | $4,222-69.1% | $3,631-64.1% | $4,779-72.7% |
| Participant deferral / active EE | $1,662 | $4,683-64.5% | $4,082-59.3% | $5,609-70.4% |
| Admin fee / account holder | $1,479 | $6,674-77.8% | $5,479-73.0% | $10,828-86.3% |