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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 | $28,347 | $101,672-72.1% | $147,117-80.7% | $74,478-61.9% |
| Participation rate | 29.3% | 75.5%-46.3pp | 82.2%-52.9pp | 67.2%-38.0pp |
| Annual return | -39.60% | 8757.83%-8797.4pp | 420.54%-460.1pp | 1370.56%-1410.2pp |
| Employer contribution / active EE | $1,222 | $3,813-67.9% | $4,932-75.2% | $2,626-53.5% |
| Participant deferral / active EE | $3,322 | $7,305-54.5% | $8,065-58.8% | $4,350-23.6% |
| Admin fee / account holder | $714 | $1,753-59.3% | $12,993-94.5% | $1,946-63.3% |