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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 | $4,498 | $39,798-88.7% | $67,704-93.4% | $59,633-92.5% |
| Participation rate | 16.7% | 57.4%-40.7pp | 67.5%-50.9pp | 68.7%-52.0pp |
| Annual return | -3.91% | 89.94%-93.9pp | 25.41%-29.3pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $716 | $1,393-48.6% | $2,559-72.0% | $2,203-67.5% |
| Participant deferral / active EE | $1,047 | $2,335-55.2% | $3,585-70.8% | $3,192-67.2% |
| Admin fee / account holder | $463 | $3,212-85.6% | $4,255-89.1% | $4,297-89.2% |