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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 | $16,078 | $78,694-79.6% | $67,652-76.2% | $125,389-87.2% |
| Participation rate | 38.1% | 78.8%-40.7pp | 75.7%-37.6pp | 83.2%-45.1pp |
| Annual return | -4.53% | 9.46%-14.0pp | 6625.40%-6629.9pp | 282.24%-286.8pp |
| Employer contribution / active EE | $690 | $3,044-77.3% | $2,266-69.5% | $4,866-85.8% |
| Participant deferral / active EE | $1,323 | $4,292-69.2% | $3,560-62.8% | $5,352-75.3% |
| Admin fee / account holder | $1,663 | $7,403-77.5% | $4,821-65.5% | $9,541-82.6% |