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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 | $13,526 | $97,732-86.2% | $83,831-83.9% | $135,380-90.0% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -12.51% | 1287.56%-1300.1pp | 850.99%-863.5pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,033 | $4,222-75.5% | $3,631-71.5% | $4,779-78.4% |
| Participant deferral / active EE | $3,321 | $4,683-29.1% | $4,082-18.6% | $5,609-40.8% |
| Admin fee / account holder | $5,913 | $6,675-11.4% | $5,479+7.9% | $10,828-45.4% |