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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 | $6,192 | $133,998-95.4% | $112,263-94.5% | $134,545-95.4% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | -21.62% | 47.17%-68.8pp | 27.49%-49.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,805 | $4,040-55.3% | $3,636-50.4% | $4,742-61.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $570 | $7,493-92.4% | $6,410-91.1% | $11,431-95.0% |