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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 | $2,663 | $133,998-98.0% | $112,263-97.6% | $134,545-98.0% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -30.03% | 47.17%-77.2pp | 27.49%-57.5pp | 418.37%-448.4pp |
| Employer contribution / active EE | $1,412 | $4,040-65.1% | $3,636-61.2% | $4,742-70.2% |
| Participant deferral / active EE | $1,550 | $5,292-70.7% | $4,729-67.2% | $6,401-75.8% |
| Admin fee / account holder | $17,043 | $7,493+127.5% | $6,410+165.9% | $11,431+49.1% |