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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 | $8,841 | $190,916-95.4% | $160,037-94.5% | $134,545-93.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -27.21% | 552.79%-580.0pp | 408.95%-436.2pp | 418.37%-445.6pp |
| Employer contribution / active EE | $1,958 | $4,996-60.8% | $4,226-53.7% | $4,742-58.7% |
| Participant deferral / active EE | $2,621 | $6,925-62.1% | $6,184-57.6% | $6,401-59.0% |
| Admin fee / account holder | $326 | $10,497-96.9% | $8,716-96.3% | $11,431-97.1% |