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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 | $10,298 | $82,630-87.5% | $64,105-83.9% | $125,389-91.8% |
| Participation rate | 41.2% | 75.9%-34.7pp | 68.2%-27.0pp | 83.2%-42.0pp |
| Annual return | -9.32% | 1489.72%-1499.0pp | 791.24%-800.6pp | 282.24%-291.6pp |
| Employer contribution / active EE | $1,071 | $2,671-59.9% | $1,820-41.2% | $4,866-78.0% |
| Participant deferral / active EE | $1,566 | $3,608-56.6% | $2,822-44.5% | $5,352-70.7% |
| Admin fee / account holder | $15,836 | $6,382+148.1% | $4,499+252.0% | $9,541+66.0% |