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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 | $17,449 | $78,694-77.8% | $67,653-74.2% | $125,388-86.1% |
| Participation rate | 69.6% | 78.8%-9.2pp | 75.7%-6.1pp | 83.2%-13.6pp |
| Annual return | -4.21% | 9.46%-13.7pp | 6625.22%-6629.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,195 | $3,044-60.7% | $2,266-47.2% | $4,866-75.4% |
| Participant deferral / active EE | $3,176 | $4,292-26.0% | $3,560-10.8% | $5,352-40.7% |
| Admin fee / account holder | $444 | $7,403-94.0% | $4,821-90.8% | $9,541-95.3% |