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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 | $9,111 | $45,152-79.8% | $73,835-87.7% | $59,633-84.7% |
| Participation rate | 42.1% | 64.0%-21.9pp | 73.4%-31.3pp | 68.7%-26.6pp |
| Annual return | -4.18% | 27.40%-31.6pp | 2268.13%-2272.3pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $731 | $1,901-61.6% | $2,788-73.8% | $2,203-66.8% |
| Participant deferral / active EE | $951 | $2,573-63.0% | $3,583-73.4% | $3,192-70.2% |
| Admin fee / account holder | $591 | $3,515-83.2% | $4,880-87.9% | $4,297-86.2% |