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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 | $14,738 | $56,199-73.8% | $67,652-78.2% | $59,632-75.3% |
| Participation rate | 60.9% | 71.5%-10.6pp | 75.7%-14.8pp | 68.7%-7.8pp |
| Annual return | -3.62% | 18505.31%-18508.9pp | 6625.04%-6628.7pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $695 | $1,614-56.9% | $2,266-69.3% | $2,203-68.4% |
| Participant deferral / active EE | $1,622 | $2,844-43.0% | $3,560-54.4% | $3,192-49.2% |
| Admin fee / account holder | $4,625 | $3,958+16.8% | $4,821-4.1% | $4,297+7.6% |