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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 | $8,201 | $100,805-91.9% | $86,698-90.5% | $134,532-93.9% |
| Participation rate | 53.8% | 79.0%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -21.88% | 29.09%-51.0pp | 35.95%-57.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,604 | $3,490-54.0% | $2,837-43.5% | $4,741-66.2% |
| Participant deferral / active EE | $2,966 | $5,339-44.5% | $4,656-36.3% | $6,401-53.7% |
| Admin fee / account holder | $3,787 | $10,925-65.3% | $7,493-49.5% | $11,429-66.9% |