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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 | $14,890 | $56,200-73.5% | $67,653-78.0% | $59,633-75.0% |
| Participation rate | 42.3% | 71.5%-29.2pp | 75.7%-33.4pp | 68.7%-26.4pp |
| Annual return | -2.47% | 18506.71%-18509.2pp | 6625.22%-6627.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $873 | $1,615-45.9% | $2,266-61.5% | $2,203-60.4% |
| Participant deferral / active EE | $1,634 | $2,843-42.5% | $3,560-54.1% | $3,192-48.8% |
| Admin fee / account holder | $990 | $3,959-75.0% | $4,821-79.5% | $4,297-77.0% |