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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 | $11,724 | $97,729-88.0% | $83,830-86.0% | $135,379-91.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -13.59% | 1287.52%-1301.1pp | 850.97%-864.6pp | 519.79%-533.4pp |
| Employer contribution / active EE | $1,824 | $4,222-56.8% | $3,631-49.8% | $4,779-61.8% |
| Participant deferral / active EE | $1,824 | $4,683-61.0% | $4,082-55.3% | $5,609-67.5% |
| Admin fee / account holder | $830 | $6,674-87.6% | $5,479-84.8% | $10,828-92.3% |