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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 | $13,334 | $75,832-82.4% | $147,617-91.0% | $59,633-77.6% |
| Participation rate | 48.0% | 71.6%-23.6pp | 84.6%-36.6pp | 68.7%-20.7pp |
| Annual return | -3.68% | 0.37%-4.1pp | 61.98%-65.7pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,005 | $3,485-71.2% | $5,564-81.9% | $2,203-54.4% |
| Participant deferral / active EE | $1,632 | $3,131-47.9% | $4,895-66.7% | $3,192-48.9% |
| Admin fee / account holder | $2,084 | $5,986-65.2% | $11,612-82.1% | $4,297-51.5% |