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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 | $12,243 | $41,854-70.7% | $73,836-83.4% | $52,331-76.6% |
| Participation rate | 56.4% | 66.2%-9.8pp | 73.4%-17.0pp | 68.1%-11.7pp |
| Annual return | -3.32% | 2.11%-5.4pp | 2268.06%-2271.4pp | 4.54%-7.9pp |
| Employer contribution / active EE | $863 | $1,920-55.1% | $2,787-69.1% | $1,882-54.2% |
| Participant deferral / active EE | $1,707 | $2,498-31.7% | $3,583-52.4% | $3,022-43.5% |
| Admin fee / account holder | $681 | $493+38.2% | $4,882-86.1% | $592+15.0% |