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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 | $13,352 | $97,729-86.3% | $83,830-84.1% | $135,379-90.1% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -10.71% | 1287.52%-1298.2pp | 850.97%-861.7pp | 519.79%-530.5pp |
| Employer contribution / active EE | $920 | $4,222-78.2% | $3,631-74.7% | $4,779-80.7% |
| Participant deferral / active EE | $1,279 | $4,683-72.7% | $4,082-68.7% | $5,609-77.2% |
| Admin fee / account holder | $9,858 | $6,674+47.7% | $5,479+79.9% | $10,828-9.0% |