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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 | $12,422 | $56,197-77.9% | $67,652-81.6% | $59,633-79.2% |
| Participation rate | 59.7% | 71.5%-11.8pp | 75.7%-16.0pp | 68.7%-9.0pp |
| Annual return | -3.57% | 18508.10%-18511.7pp | 6625.40%-6629.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $444 | $1,615-72.5% | $2,266-80.4% | $2,203-79.8% |
| Participant deferral / active EE | $2,115 | $2,844-25.6% | $3,560-40.6% | $3,192-33.7% |
| Admin fee / account holder | $725 | $3,958-81.7% | $4,821-85.0% | $4,297-83.1% |