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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 | $10,278 | $44,850-77.1% | $60,547-83.0% | $59,633-82.8% |
| Participation rate | 33.3% | 59.5%-26.1pp | 68.0%-34.6pp | 68.7%-35.3pp |
| Annual return | -3.48% | 1074.14%-1077.6pp | 335.64%-339.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $986 | $1,462-32.6% | $2,419-59.3% | $2,203-55.2% |
| Participant deferral / active EE | $1,402 | $2,230-37.1% | $3,328-57.9% | $3,192-56.1% |
| Admin fee / account holder | $3,026 | $3,635-16.8% | $4,536-33.3% | $4,297-29.6% |