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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 | $9,953 | $97,761-89.8% | $83,850-88.1% | $135,382-92.6% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -9.76% | 1287.44%-1297.2pp | 850.92%-860.7pp | 519.77%-529.5pp |
| Employer contribution / active EE | $708 | $4,222-83.2% | $3,631-80.5% | $4,779-85.2% |
| Participant deferral / active EE | $1,461 | $4,682-68.8% | $4,082-64.2% | $5,609-74.0% |
| Admin fee / account holder | $1,294 | $6,674-80.6% | $5,478-76.4% | $10,829-88.0% |