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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 | $15,602 | $45,566-65.8% | $64,105-75.7% | $59,633-73.8% |
| Participation rate | 44.6% | 60.2%-15.6pp | 68.2%-23.6pp | 68.7%-24.1pp |
| Annual return | -5.00% | 4.95%-10.0pp | 791.24%-796.2pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $264 | $934-71.7% | $1,820-85.5% | $2,203-88.0% |
| Participant deferral / active EE | $1,017 | $2,057-50.5% | $2,822-64.0% | $3,192-68.1% |
| Admin fee / account holder | $567 | $3,268-82.6% | $4,499-87.4% | $4,297-86.8% |