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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 | $11,439 | $45,566-74.9% | $64,105-82.2% | $59,633-80.8% |
| Participation rate | 30.0% | 60.2%-30.2pp | 68.2%-38.2pp | 68.7%-38.7pp |
| Annual return | -3.29% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $566 | $934-39.4% | $1,820-68.9% | $2,203-74.3% |
| Participant deferral / active EE | $1,084 | $2,057-47.3% | $2,822-61.6% | $3,192-66.0% |
| Admin fee / account holder | $989 | $3,268-69.7% | $4,499-78.0% | $4,297-77.0% |