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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 | $19,393 | $56,197-65.5% | $67,652-71.3% | $59,633-67.5% |
| Participation rate | 44.2% | 71.5%-27.3pp | 75.7%-31.5pp | 68.7%-24.5pp |
| Annual return | -3.37% | 18508.10%-18511.5pp | 6625.40%-6628.8pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $489 | $1,615-69.7% | $2,266-78.4% | $2,203-77.8% |
| Participant deferral / active EE | $1,670 | $2,844-41.3% | $3,560-53.1% | $3,192-47.7% |
| Admin fee / account holder | $6,081 | $3,958+53.6% | $4,821+26.1% | $4,297+41.5% |