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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 | $18,283 | $45,566-59.9% | $64,105-71.5% | $59,633-69.3% |
| Participation rate | 58.8% | 60.2%-1.3pp | 68.2%-9.3pp | 68.7%-9.8pp |
| Annual return | -4.27% | 4.95%-9.2pp | 791.24%-795.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,235 | $934+32.2% | $1,820-32.2% | $2,203-44.0% |
| Participant deferral / active EE | $2,015 | $2,057-2.0% | $2,822-28.6% | $3,192-36.9% |
| Admin fee / account holder | $410 | $3,268-87.5% | $4,499-90.9% | $4,297-90.5% |