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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 | $9,605 | $95,917-90.0% | $79,583-87.9% | $134,545-92.9% |
| Participation rate | 47.4% | 75.0%-27.7pp | 69.5%-22.1pp | 81.2%-33.9pp |
| Annual return | -35.43% | -2.70%-32.7pp | 0.16%-35.6pp | 418.37%-453.8pp |
| Employer contribution / active EE | $2,010 | $3,129-35.8% | $2,414-16.7% | $4,742-57.6% |
| Participant deferral / active EE | $3,566 | $4,694-24.0% | $3,986-10.5% | $6,401-44.3% |
| Admin fee / account holder | $872 | $9,132-90.5% | $6,835-87.2% | $11,431-92.4% |