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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 | $11,320 | $45,152-74.9% | $73,835-84.7% | $59,633-81.0% |
| Participation rate | 46.5% | 64.0%-17.5pp | 73.4%-27.0pp | 68.7%-22.2pp |
| Annual return | -2.85% | 27.40%-30.3pp | 2268.13%-2271.0pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $585 | $1,901-69.2% | $2,788-79.0% | $2,203-73.5% |
| Participant deferral / active EE | $1,059 | $2,573-58.9% | $3,583-70.5% | $3,192-66.8% |
| Admin fee / account holder | $3,056 | $3,515-13.1% | $4,880-37.4% | $4,297-28.9% |