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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 | $12,140 | $167,353-92.7% | $143,797-91.6% | $134,545-91.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -25.72% | 0.48%-26.2pp | -0.04%-25.7pp | 418.37%-444.1pp |
| Employer contribution / active EE | $1,770 | $5,620-68.5% | $4,952-64.3% | $4,742-62.7% |
| Participant deferral / active EE | $2,252 | $6,447-65.1% | $5,638-60.1% | $6,401-64.8% |
| Admin fee / account holder | $4,392 | $18,096-75.7% | $14,679-70.1% | $11,431-61.6% |