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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 | $10,853 | $75,832-85.7% | $147,617-92.6% | $59,633-81.8% |
| Participation rate | 38.0% | 71.6%-33.6pp | 84.6%-46.6pp | 68.7%-30.7pp |
| Annual return | -7.61% | 0.37%-8.0pp | 61.98%-69.6pp | 2041.45%-2049.1pp |
| Employer contribution / active EE | $361 | $3,485-89.6% | $5,564-93.5% | $2,203-83.6% |
| Participant deferral / active EE | $959 | $3,131-69.4% | $4,895-80.4% | $3,192-69.9% |
| Admin fee / account holder | $689 | $5,986-88.5% | $11,612-94.1% | $4,297-84.0% |