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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 | $14,902 | $127,387-88.3% | $115,038-87.0% | $125,389-88.1% |
| Participation rate | 36.8% | 84.2%-47.3pp | 81.4%-44.5pp | 83.2%-46.3pp |
| Annual return | -20.49% | 31.28%-51.8pp | 26.14%-46.6pp | 282.24%-302.7pp |
| Employer contribution / active EE | $1,987 | $5,166-61.5% | $4,608-56.9% | $4,866-59.2% |
| Participant deferral / active EE | $3,075 | $6,423-52.1% | $6,026-49.0% | $5,352-42.5% |
| Admin fee / account holder | $692 | $9,516-92.7% | $8,175-91.5% | $9,541-92.7% |