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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 | $11,311 | $133,981-91.6% | $112,249-89.9% | $134,532-91.6% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -21.52% | 47.16%-68.7pp | 27.48%-49.0pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,907 | $4,040-52.8% | $3,636-47.5% | $4,741-59.8% |
| Participant deferral / active EE | $2,922 | $5,292-44.8% | $4,729-38.2% | $6,401-54.4% |
| Admin fee / account holder | $468 | $7,492-93.8% | $6,412-92.7% | $11,429-95.9% |