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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 | $12,375 | $75,832-83.7% | $147,618-91.6% | $59,633-79.2% |
| Participation rate | 36.4% | 71.6%-35.2pp | 84.6%-48.3pp | 68.7%-32.3pp |
| Annual return | -3.27% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $659 | $3,485-81.1% | $5,565-88.2% | $2,203-70.1% |
| Participant deferral / active EE | $1,266 | $3,131-59.6% | $4,895-74.1% | $3,192-60.3% |
| Admin fee / account holder | $1,091 | $5,986-81.8% | $11,612-90.6% | $4,297-74.6% |