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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 | $11,308 | $75,832-85.1% | $147,617-92.3% | $59,633-81.0% |
| Participation rate | 24.0% | 71.6%-47.6pp | 84.6%-60.6pp | 68.7%-44.7pp |
| Annual return | -4.16% | 0.37%-4.5pp | 61.98%-66.1pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $408 | $3,485-88.3% | $5,564-92.7% | $2,203-81.5% |
| Participant deferral / active EE | $1,006 | $3,131-67.9% | $4,895-79.5% | $3,192-68.5% |
| Admin fee / account holder | $1,227 | $5,986-79.5% | $11,612-89.4% | $4,297-71.4% |