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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 | $10,155 | $82,630-87.7% | $64,105-84.2% | $125,389-91.9% |
| Participation rate | 38.5% | 75.9%-37.4pp | 68.2%-29.7pp | 83.2%-44.7pp |
| Annual return | -22.62% | 1489.72%-1512.3pp | 791.24%-813.9pp | 282.24%-304.9pp |
| Employer contribution / active EE | $862 | $2,671-67.7% | $1,820-52.6% | $4,866-82.3% |
| Participant deferral / active EE | $2,568 | $3,608-28.8% | $2,822-9.0% | $5,352-52.0% |
| Admin fee / account holder | $423 | $6,382-93.4% | $4,499-90.6% | $9,541-95.6% |