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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 | $12,134 | $97,729-87.6% | $83,830-85.5% | $135,379-91.0% |
| Participation rate | 65.2% | 80.0%-14.7pp | 76.1%-10.9pp | 82.6%-17.4pp |
| Annual return | -10.50% | 1287.52%-1298.0pp | 850.97%-861.5pp | 519.79%-530.3pp |
| Employer contribution / active EE | $771 | $4,222-81.7% | $3,631-78.8% | $4,779-83.9% |
| Participant deferral / active EE | $2,188 | $4,683-53.3% | $4,082-46.4% | $5,609-61.0% |
| Admin fee / account holder | $765 | $6,674-88.5% | $5,479-86.0% | $10,828-92.9% |