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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 | $527 | $114,119-99.5% | $107,187-99.5% | $138,895-99.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | -109.04% | 273.21%-382.2pp | 204.55%-313.6pp | 145.39%-254.4pp |
| Employer contribution / active EE | $2,728 | $4,059-32.8% | $3,782-27.9% | $4,194-35.0% |
| Participant deferral / active EE | $3,289 | $5,538-40.6% | $5,096-35.5% | $6,396-48.6% |
| Admin fee / account holder | $5,853 | $10,024-41.6% | $9,162-36.1% | $12,562-53.4% |