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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 | $10,075 | $105,867-90.5% | $90,760-88.9% | $134,532-92.5% |
| Participation rate | 63.6% | 78.3%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -28.74% | -10.99%-17.7pp | -12.16%-16.6pp | 418.27%-447.0pp |
| Employer contribution / active EE | $5,458 | $3,464+57.6% | $2,922+86.8% | $4,741+15.1% |
| Participant deferral / active EE | $2,415 | $5,217-53.7% | $4,565-47.1% | $6,401-62.3% |
| Admin fee / account holder | $1,345 | $13,936-90.3% | $8,444-84.1% | $11,429-88.2% |