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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 | $11,380 | $65,555-82.6% | $86,216-86.8% | $75,173-84.9% |
| Participation rate | 44.6% | 60.5%-15.9pp | 69.0%-24.4pp | 67.2%-22.6pp |
| Annual return | -3.73% | 46.07%-49.8pp | 1169.42%-1173.1pp | 160.72%-164.4pp |
| Employer contribution / active EE | $1,304 | $1,553-16.0% | $2,382-45.2% | $2,671-51.2% |
| Participant deferral / active EE | $1,729 | $3,023-42.8% | $3,986-56.6% | $4,126-58.1% |
| Admin fee / account holder | $887 | $5,469-83.8% | $6,853-87.1% | $5,651-84.3% |