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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 | $13,288 | $75,832-82.5% | $147,617-91.0% | $59,633-77.7% |
| Participation rate | 57.1% | 71.6%-14.4pp | 84.6%-27.5pp | 68.7%-11.5pp |
| Annual return | -3.25% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $395 | $3,485-88.7% | $5,564-92.9% | $2,203-82.0% |
| Participant deferral / active EE | $929 | $3,131-70.3% | $4,895-81.0% | $3,192-70.9% |
| Admin fee / account holder | $689 | $5,986-88.5% | $11,612-94.1% | $4,297-84.0% |