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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 | $11,601 | $75,962-84.7% | $154,108-92.5% | $64,173-81.9% |
| Participation rate | 61.8% | 70.4%-8.7pp | 83.0%-21.3pp | 69.6%-7.8pp |
| Annual return | -8.73% | 30.32%-39.0pp | 735.21%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,548 | $3,350-53.8% | $5,298-70.8% | $2,381-35.0% |
| Participant deferral / active EE | $1,199 | $3,175-62.2% | $5,081-76.4% | $3,470-65.5% |
| Admin fee / account holder | $2,018 | $5,589-63.9% | $13,411-85.0% | $4,887-58.7% |