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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 | $5,270 | $45,152-88.3% | $73,845-92.9% | $59,632-91.2% |
| Participation rate | 36.4% | 64.0%-27.7pp | 73.4%-37.1pp | 68.7%-32.3pp |
| Annual return | -7.61% | 27.40%-35.0pp | 2267.91%-2275.5pp | 2041.32%-2048.9pp |
| Employer contribution / active EE | $434 | $1,902-77.2% | $2,788-84.4% | $2,203-80.3% |
| Participant deferral / active EE | $1,052 | $2,574-59.1% | $3,583-70.7% | $3,192-67.1% |
| Admin fee / account holder | $451 | $3,516-87.2% | $4,881-90.8% | $4,297-89.5% |