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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 | $12,585 | $127,386-90.1% | $115,037-89.1% | $125,393-90.0% |
| Participation rate | 65.2% | 84.2%-18.9pp | 81.4%-16.1pp | 83.2%-18.0pp |
| Annual return | -34.40% | 31.28%-65.7pp | 26.14%-60.5pp | 282.23%-316.6pp |
| Employer contribution / active EE | $1,459 | $5,166-71.8% | $4,608-68.3% | $4,866-70.0% |
| Participant deferral / active EE | $4,119 | $6,423-35.9% | $6,026-31.6% | $5,351-23.0% |
| Admin fee / account holder | $605 | $9,516-93.6% | $8,175-92.6% | $9,541-93.7% |