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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 | $9,513 | $52,519-81.9% | $155,789-93.9% | $59,633-84.0% |
| Participation rate | 35.1% | 61.7%-26.6pp | 76.1%-41.0pp | 68.7%-33.5pp |
| Annual return | -5.29% | 53.51%-58.8pp | 71.54%-76.8pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $649 | $1,589-59.2% | $3,839-83.1% | $2,203-70.5% |
| Participant deferral / active EE | $1,111 | $3,084-64.0% | $4,798-76.8% | $3,192-65.2% |
| Admin fee / account holder | $1,479 | $3,540-58.2% | $7,477-80.2% | $4,297-65.6% |