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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 | $13,050 | $44,850-70.9% | $60,547-78.4% | $59,633-78.1% |
| Participation rate | 37.5% | 59.5%-22.0pp | 68.0%-30.5pp | 68.7%-31.2pp |
| Annual return | -19.38% | 1074.14%-1093.5pp | 335.64%-355.0pp | 2041.45%-2060.8pp |
| Employer contribution / active EE | $519 | $1,462-64.5% | $2,419-78.5% | $2,203-76.4% |
| Participant deferral / active EE | $1,111 | $2,230-50.2% | $3,328-66.6% | $3,192-65.2% |
| Admin fee / account holder | $3,130 | $3,635-13.9% | $4,536-31.0% | $4,297-27.1% |