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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 | $11,011 | $97,729-88.7% | $83,830-86.9% | $135,379-91.9% |
| Participation rate | 45.0% | 80.0%-35.0pp | 76.1%-31.1pp | 82.6%-37.6pp |
| Annual return | -23.22% | 1287.52%-1310.7pp | 850.97%-874.2pp | 519.79%-543.0pp |
| Employer contribution / active EE | $2,633 | $4,222-37.6% | $3,631-27.5% | $4,779-44.9% |
| Participant deferral / active EE | $1,511 | $4,683-67.7% | $4,082-63.0% | $5,609-73.1% |
| Admin fee / account holder | $1,038 | $6,674-84.4% | $5,479-81.1% | $10,828-90.4% |