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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 | $10,389 | $56,197-81.5% | $67,652-84.6% | $59,633-82.6% |
| Participation rate | 68.3% | 71.5%-3.2pp | 75.7%-7.4pp | 68.7%-0.4pp |
| Annual return | -5.10% | 18508.10%-18513.2pp | 6625.40%-6630.5pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $460 | $1,615-71.5% | $2,266-79.7% | $2,203-79.1% |
| Participant deferral / active EE | $1,806 | $2,844-36.5% | $3,560-49.3% | $3,192-43.4% |
| Admin fee / account holder | $507 | $3,958-87.2% | $4,821-89.5% | $4,297-88.2% |