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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 | $6,659 | $168,635-96.1% | $147,617-95.5% | $125,389-94.7% |
| Participation rate | 45.5% | 88.8%-43.3pp | 84.6%-39.2pp | 83.2%-37.7pp |
| Annual return | -24.55% | 77.65%-102.2pp | 61.98%-86.5pp | 282.24%-306.8pp |
| Employer contribution / active EE | $1,691 | $6,252-73.0% | $5,564-69.6% | $4,866-65.3% |
| Participant deferral / active EE | $3,277 | $5,507-40.5% | $4,895-33.1% | $5,352-38.8% |
| Admin fee / account holder | $493 | $13,580-96.4% | $11,612-95.8% | $9,541-94.8% |