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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 | $12,174 | $97,729-87.5% | $83,830-85.5% | $135,379-91.0% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -11.53% | 1287.52%-1299.1pp | 850.97%-862.5pp | 519.79%-531.3pp |
| Employer contribution / active EE | $1,380 | $4,222-67.3% | $3,631-62.0% | $4,779-71.1% |
| Participant deferral / active EE | $3,108 | $4,683-33.6% | $4,082-23.8% | $5,609-44.6% |
| Admin fee / account holder | $2,045 | $6,674-69.4% | $5,479-62.7% | $10,828-81.1% |