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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 | $4,843 | $129,959-96.3% | $104,301-95.4% | $134,532-96.4% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -31.86% | 42.04%-73.9pp | 24.61%-56.5pp | 418.27%-450.1pp |
| Employer contribution / active EE | $1,477 | $4,185-64.7% | $3,373-56.2% | $4,741-68.8% |
| Participant deferral / active EE | $1,886 | $5,589-66.3% | $4,626-59.2% | $6,401-70.5% |
| Admin fee / account holder | $2,185 | $9,325-76.6% | $7,340-70.2% | $11,429-80.9% |