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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 | $13,437 | $56,200-76.1% | $67,653-80.1% | $59,633-77.5% |
| Participation rate | 51.5% | 71.5%-20.0pp | 75.7%-24.2pp | 68.7%-17.2pp |
| Annual return | -3.25% | 18506.71%-18510.0pp | 6625.22%-6628.5pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $940 | $1,615-41.8% | $2,266-58.5% | $2,203-57.3% |
| Participant deferral / active EE | $2,184 | $2,843-23.2% | $3,560-38.6% | $3,192-31.6% |
| Admin fee / account holder | $529 | $3,959-86.6% | $4,821-89.0% | $4,297-87.7% |