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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 | $16,607 | $56,200-70.4% | $67,653-75.5% | $59,633-72.2% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | -2.53% | 18506.71%-18509.2pp | 6625.22%-6627.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $615 | $1,615-61.9% | $2,266-72.8% | $2,203-72.1% |
| Participant deferral / active EE | $1,730 | $2,843-39.1% | $3,560-51.4% | $3,192-45.8% |
| Admin fee / account holder | $844 | $3,959-78.7% | $4,821-82.5% | $4,297-80.4% |