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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 | $11,021 | $49,177-77.6% | $79,467-86.1% | $64,173-82.8% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.3pp | 69.6%-38.5pp |
| Annual return | -11.64% | -1.16%-10.5pp | 718.30%-729.9pp | 7.63%-19.3pp |
| Employer contribution / active EE | $435 | $2,076-79.1% | $2,800-84.5% | $2,381-81.7% |
| Participant deferral / active EE | $1,796 | $2,821-36.3% | $3,704-51.5% | $3,470-48.2% |
| Admin fee / account holder | $961 | $3,839-75.0% | $5,104-81.2% | $4,887-80.3% |