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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 | $10,469 | $56,197-81.4% | $67,652-84.5% | $59,633-82.4% |
| Participation rate | 61.4% | 71.5%-10.1pp | 75.7%-14.3pp | 68.7%-7.3pp |
| Annual return | -5.25% | 18508.10%-18513.4pp | 6625.40%-6630.6pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $1,050 | $1,615-35.0% | $2,266-53.6% | $2,203-52.3% |
| Participant deferral / active EE | $1,334 | $2,844-53.1% | $3,560-62.5% | $3,192-58.2% |
| Admin fee / account holder | $1,542 | $3,958-61.0% | $4,821-68.0% | $4,297-64.1% |