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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 | $9,954 | $158,852-93.7% | $121,220-91.8% | $135,379-92.6% |
| Participation rate | 64.3% | 79.3%-15.0pp | 71.8%-7.5pp | 82.6%-18.4pp |
| Annual return | -13.60% | -0.64%-13.0pp | 16.94%-30.5pp | 519.79%-533.4pp |
| Employer contribution / active EE | $830 | $5,666-85.4% | $4,023-79.4% | $4,779-82.6% |
| Participant deferral / active EE | $4,511 | $4,006+12.6% | $3,345+34.8% | $5,609-19.6% |
| Admin fee / account holder | $4,937 | $6,515-24.2% | $5,021-1.7% | $10,828-54.4% |