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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 | $11,526 | $52,519-78.1% | $155,789-92.6% | $59,633-80.7% |
| Participation rate | 37.5% | 61.7%-24.2pp | 76.1%-38.6pp | 68.7%-31.2pp |
| Annual return | -8.16% | 53.51%-61.7pp | 71.54%-79.7pp | 2041.40%-2049.6pp |
| Employer contribution / active EE | $689 | $1,589-56.6% | $3,839-82.0% | $2,203-68.7% |
| Participant deferral / active EE | $1,761 | $3,084-42.9% | $4,798-63.3% | $3,192-44.8% |
| Admin fee / account holder | $357 | $3,540-89.9% | $7,477-95.2% | $4,297-91.7% |