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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 | $14,127 | $97,732-85.5% | $83,831-83.1% | $135,380-89.6% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -14.44% | 1287.56%-1302.0pp | 850.99%-865.4pp | 519.81%-534.2pp |
| Employer contribution / active EE | $809 | $4,222-80.8% | $3,631-77.7% | $4,779-83.1% |
| Participant deferral / active EE | $3,777 | $4,683-19.4% | $4,082-7.5% | $5,609-32.7% |
| Admin fee / account holder | $1,087 | $6,675-83.7% | $5,479-80.2% | $10,828-90.0% |