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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 | $11,344 | $75,935-85.1% | $60,547-81.3% | $125,389-91.0% |
| Participation rate | 57.1% | 76.5%-19.4pp | 68.0%-10.8pp | 83.2%-26.0pp |
| Annual return | -6.77% | -5.38%-1.4pp | 335.64%-342.4pp | 282.24%-289.0pp |
| Employer contribution / active EE | $1,137 | $3,438-66.9% | $2,419-53.0% | $4,866-76.6% |
| Participant deferral / active EE | $2,848 | $4,506-36.8% | $3,328-14.4% | $5,352-46.8% |
| Admin fee / account holder | $520 | $6,768-92.3% | $4,536-88.5% | $9,541-94.5% |