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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 | $28,181 | $87,059-67.6% | $105,608-73.3% | $80,925-65.2% |
| Participation rate | 58.1% | 70.4%-12.4pp | 75.3%-17.2pp | 67.7%-9.6pp |
| Annual return | -51.05% | 17.05%-68.1pp | 116.50%-167.6pp | 35.65%-86.7pp |
| Employer contribution / active EE | $1,409 | $2,396-41.2% | $3,167-55.5% | $2,756-48.9% |
| Participant deferral / active EE | $2,082 | $3,986-47.8% | $5,010-58.4% | $4,299-51.6% |
| Admin fee / account holder | $1,546 | $8,443-81.7% | $11,028-86.0% | $6,940-77.7% |