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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 | $11,172 | $56,197-80.1% | $67,652-83.5% | $59,633-81.3% |
| Participation rate | 53.8% | 71.5%-17.6pp | 75.7%-21.8pp | 68.7%-14.8pp |
| Annual return | -8.88% | 18508.10%-18517.0pp | 6625.40%-6634.3pp | 2041.45%-2050.3pp |
| Employer contribution / active EE | $1,134 | $1,615-29.7% | $2,266-49.9% | $2,203-48.5% |
| Participant deferral / active EE | $2,793 | $2,844-1.8% | $3,560-21.5% | $3,192-12.5% |
| Admin fee / account holder | $634 | $3,958-84.0% | $4,821-86.8% | $4,297-85.2% |