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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 | $5,993 | $127,387-95.3% | $115,038-94.8% | $125,389-95.2% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -7.17% | 31.28%-38.5pp | 26.14%-33.3pp | 282.24%-289.4pp |
| Employer contribution / active EE | $1,286 | $5,166-75.1% | $4,608-72.1% | $4,866-73.6% |
| Participant deferral / active EE | $2,438 | $6,423-62.0% | $6,026-59.5% | $5,352-54.4% |
| Admin fee / account holder | $3,483 | $9,516-63.4% | $8,175-57.4% | $9,541-63.5% |