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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 | $17,355 | $45,566-61.9% | $64,105-72.9% | $59,633-70.9% |
| Participation rate | 37.5% | 60.2%-22.7pp | 68.2%-30.7pp | 68.7%-31.2pp |
| Annual return | -5.56% | 4.95%-10.5pp | 791.24%-796.8pp | 2041.45%-2047.0pp |
| Employer contribution / active EE | $599 | $934-35.8% | $1,820-67.1% | $2,203-72.8% |
| Participant deferral / active EE | $1,687 | $2,057-18.0% | $2,822-40.2% | $3,192-47.2% |
| Admin fee / account holder | $1,613 | $3,268-50.6% | $4,499-64.2% | $4,297-62.5% |