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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 | $7,843 | $56,197-86.0% | $67,652-88.4% | $59,633-86.8% |
| Participation rate | 46.2% | 71.5%-25.3pp | 75.7%-29.5pp | 68.7%-22.5pp |
| Annual return | -4.60% | 18508.10%-18512.7pp | 6625.40%-6630.0pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $957 | $1,615-40.7% | $2,266-57.7% | $2,203-56.5% |
| Participant deferral / active EE | $1,497 | $2,844-47.4% | $3,560-58.0% | $3,192-53.1% |
| Admin fee / account holder | $4,726 | $3,958+19.4% | $4,821-2.0% | $4,297+10.0% |