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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 | $8,203 | $158,817-94.8% | $121,205-93.2% | $135,377-93.9% |
| Participation rate | 63.6% | 79.3%-15.7pp | 71.8%-8.1pp | 82.6%-19.0pp |
| Annual return | -26.77% | -0.64%-26.1pp | 16.93%-43.7pp | 519.75%-546.5pp |
| Employer contribution / active EE | $1,576 | $5,665-72.2% | $4,022-60.8% | $4,779-67.0% |
| Participant deferral / active EE | $2,572 | $4,005-35.8% | $3,345-23.1% | $5,609-54.1% |
| Admin fee / account holder | $382 | $6,512-94.1% | $5,020-92.4% | $10,828-96.5% |