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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 | $10,978 | $82,630-86.7% | $64,105-82.9% | $125,388-91.2% |
| Participation rate | 47.4% | 75.9%-28.5pp | 68.2%-20.8pp | 83.2%-35.8pp |
| Annual return | -8.21% | 1489.72%-1497.9pp | 791.24%-799.5pp | 282.24%-290.5pp |
| Employer contribution / active EE | $1,458 | $2,671-45.4% | $1,820-19.9% | $4,866-70.0% |
| Participant deferral / active EE | $2,823 | $3,608-21.8% | $2,8220% | $5,352-47.3% |
| Admin fee / account holder | $532 | $6,382-91.7% | $4,499-88.2% | $9,541-94.4% |