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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 | $13,649 | $66,302-79.4% | $110,243-87.6% | $56,287-75.8% |
| Participation rate | 49.5% | 74.9%-25.4pp | 79.8%-30.3pp | 69.9%-20.3pp |
| Annual return | -12.97% | -1.18%-11.8pp | 314.76%-327.7pp | -9.96%-3.0pp |
| Employer contribution / active EE | $1,266 | $2,047-38.2% | $3,827-66.9% | $2,111-40.0% |
| Participant deferral / active EE | $1,855 | $3,381-45.2% | $4,672-60.3% | $3,350-44.6% |
| Admin fee / account holder | $347 | $698-50.3% | $8,548-95.9% | $521-33.4% |