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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 | $15,566 | $135,956-88.6% | $123,894-87.4% | $273,972-94.3% |
| Participation rate | 41.2% | 84.1%-42.9pp | 81.4%-40.2pp | 83.0%-41.8pp |
| Annual return | -26.48% | 56.63%-83.1pp | 47.52%-74.0pp | 41.46%-67.9pp |
| Employer contribution / active EE | $1,698 | $5,170-67.2% | $4,617-63.2% | $4,869-65.1% |
| Participant deferral / active EE | $3,135 | $6,343-50.6% | $5,984-47.6% | $5,287-40.7% |
| Admin fee / account holder | $1,795 | $9,817-81.7% | $8,357-78.5% | $10,133-82.3% |