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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 | $11,007 | $82,630-86.7% | $64,105-82.8% | $125,389-91.2% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | -6.53% | 1489.72%-1496.2pp | 791.24%-797.8pp | 282.24%-288.8pp |
| Employer contribution / active EE | $943 | $2,671-64.7% | $1,820-48.2% | $4,866-80.6% |
| Participant deferral / active EE | $2,942 | $3,608-18.5% | $2,822+4.3% | $5,352-45.0% |
| Admin fee / account holder | $1,167 | $6,382-81.7% | $4,499-74.1% | $9,541-87.8% |