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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 | $7,757 | $45,152-82.8% | $73,836-89.5% | $59,633-87.0% |
| Participation rate | 25.9% | 64.0%-38.1pp | 73.4%-47.5pp | 68.7%-42.7pp |
| Annual return | -5.89% | 27.40%-33.3pp | 2268.06%-2273.9pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $313 | $1,901-83.5% | $2,787-88.8% | $2,203-85.8% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $348 | $3,515-90.1% | $4,882-92.9% | $4,297-91.9% |