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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 | $9,411 | $45,152-79.2% | $73,836-87.3% | $59,633-84.2% |
| Participation rate | 37.0% | 64.0%-27.0pp | 73.4%-36.4pp | 68.7%-31.6pp |
| Annual return | -4.16% | 27.40%-31.6pp | 2268.06%-2272.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $850 | $1,901-55.3% | $2,787-69.5% | $2,203-61.4% |
| Participant deferral / active EE | $1,485 | $2,573-42.3% | $3,583-58.5% | $3,192-53.5% |
| Admin fee / account holder | $439 | $3,515-87.5% | $4,882-91.0% | $4,297-89.8% |