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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 | $3,981 | $104,106-96.2% | $71,086-94.4% | $135,379-97.1% |
| Participation rate | 22.7% | 65.7%-42.9pp | 54.7%-31.9pp | 82.6%-59.9pp |
| Annual return | -12.40% | 1256.30%-1268.7pp | 650.59%-663.0pp | 519.79%-532.2pp |
| Employer contribution / active EE | $324 | $1,485-78.2% | $1,088-70.2% | $4,779-93.2% |
| Participant deferral / active EE | $489 | $2,527-80.6% | $1,874-73.9% | $5,609-91.3% |
| Admin fee / account holder | $478 | $4,142-88.5% | $3,082-84.5% | $10,828-95.6% |