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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 | $7,858 | $45,152-82.6% | $73,836-89.4% | $59,633-86.8% |
| Participation rate | 47.1% | 64.0%-17.0pp | 73.4%-26.4pp | 68.7%-21.6pp |
| Annual return | -4.41% | 27.40%-31.8pp | 2268.06%-2272.5pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,310 | $1,901-31.1% | $2,787-53.0% | $2,203-40.5% |
| Participant deferral / active EE | $2,172 | $2,573-15.6% | $3,583-39.4% | $3,192-31.9% |
| Admin fee / account holder | $837 | $3,515-76.2% | $4,882-82.9% | $4,297-80.5% |