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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 | $12,924 | $72,404-82.1% | $110,243-88.3% | $64,173-79.9% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.8pp |
| Annual return | -14.37% | -6.29%-8.1pp | 314.76%-329.1pp | 7.63%-22.0pp |
| Employer contribution / active EE | $1,764 | $2,282-22.7% | $3,827-53.9% | $2,381-25.9% |
| Participant deferral / active EE | $2,564 | $3,469-26.1% | $4,672-45.1% | $3,470-26.1% |
| Admin fee / account holder | $959 | $5,664-83.1% | $8,548-88.8% | $4,887-80.4% |