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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 | $10,008 | $95,975-89.6% | $74,549-86.6% | $135,379-92.6% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -16.26% | 56.96%-73.2pp | 32.53%-48.8pp | 519.79%-536.0pp |
| Employer contribution / active EE | $1,588 | $2,716-41.6% | $1,961-19.0% | $4,779-66.8% |
| Participant deferral / active EE | $2,399 | $3,844-37.6% | $3,108-22.8% | $5,609-57.2% |
| Admin fee / account holder | $1,144 | $6,522-82.5% | $5,059-77.4% | $10,828-89.4% |