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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 | $11,718 | $56,200-79.1% | $67,653-82.7% | $59,633-80.4% |
| Participation rate | 50.9% | 71.5%-20.6pp | 75.7%-24.8pp | 68.7%-17.8pp |
| Annual return | -2.95% | 18506.71%-18509.7pp | 6625.22%-6628.2pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $1,816 | $1,615+12.5% | $2,266-19.9% | $2,203-17.6% |
| Participant deferral / active EE | $2,761 | $2,843-2.9% | $3,560-22.4% | $3,192-13.5% |
| Admin fee / account holder | $348 | $3,959-91.2% | $4,821-92.8% | $4,297-91.9% |