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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 | $8,647 | $133,998-93.5% | $112,263-92.3% | $134,545-93.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -24.71% | 47.17%-71.9pp | 27.49%-52.2pp | 418.37%-443.1pp |
| Employer contribution / active EE | $1,149 | $4,040-71.6% | $3,636-68.4% | $4,742-75.8% |
| Participant deferral / active EE | $2,897 | $5,292-45.3% | $4,729-38.7% | $6,401-54.7% |
| Admin fee / account holder | $339 | $7,493-95.5% | $6,410-94.7% | $11,431-97.0% |