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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 | $12,056 | $75,832-84.1% | $147,618-91.8% | $59,633-79.8% |
| Participation rate | 43.8% | 71.6%-27.8pp | 84.6%-40.9pp | 68.7%-24.9pp |
| Annual return | -11.24% | 0.37%-11.6pp | 61.98%-73.2pp | 2041.40%-2052.6pp |
| Employer contribution / active EE | $694 | $3,485-80.1% | $5,565-87.5% | $2,203-68.5% |
| Participant deferral / active EE | $932 | $3,131-70.2% | $4,895-81.0% | $3,192-70.8% |
| Admin fee / account holder | $1,870 | $5,986-68.8% | $11,612-83.9% | $4,297-56.5% |