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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 | $29,703 | $91,559-67.6% | $133,959-77.8% | $79,858-62.8% |
| Participation rate | 64.2% | 73.3%-9.2pp | 79.8%-15.7pp | 69.6%-5.5pp |
| Annual return | -1.74% | 61.85%-63.6pp | 45.09%-46.8pp | 31.72%-33.5pp |
| Employer contribution / active EE | $1,002 | $2,384-57.9% | $3,919-74.4% | $2,471-59.4% |
| Participant deferral / active EE | $2,000 | $3,734-46.4% | $5,047-60.4% | $3,740-46.5% |
| Admin fee / account holder | $40,021 | $6,321+533.1% | $8,928+348.3% | $5,306+654.3% |