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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 | $9,044 | $56,200-83.9% | $67,653-86.6% | $59,633-84.8% |
| Participation rate | 64.3% | 71.5%-7.2pp | 75.7%-11.4pp | 68.7%-4.4pp |
| Annual return | -2.84% | 18506.71%-18509.5pp | 6625.22%-6628.1pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $1,038 | $1,615-35.7% | $2,266-54.2% | $2,203-52.9% |
| Participant deferral / active EE | $3,446 | $2,843+21.2% | $3,560-3.2% | $3,192+8.0% |
| Admin fee / account holder | $919 | $3,959-76.8% | $4,821-80.9% | $4,297-78.6% |