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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 | $9,345 | $45,152-79.3% | $73,836-87.3% | $59,633-84.3% |
| Participation rate | 36.4% | 64.0%-27.7pp | 73.4%-37.1pp | 68.7%-32.3pp |
| Annual return | -5.69% | 27.40%-33.1pp | 2268.06%-2273.7pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $641 | $1,901-66.3% | $2,787-77.0% | $2,203-70.9% |
| Participant deferral / active EE | $1,113 | $2,573-56.7% | $3,583-68.9% | $3,192-65.1% |
| Admin fee / account holder | $439 | $3,515-87.5% | $4,882-91.0% | $4,297-89.8% |