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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 | $7,193 | $56,484-87.3% | $169,452-95.8% | $64,173-88.8% |
| Participation rate | 46.4% | 64.5%-18.1pp | 77.8%-31.4pp | 69.6%-23.1pp |
| Annual return | -71.86% | -1.55%-70.3pp | 1.83%-73.7pp | 7.63%-79.5pp |
| Employer contribution / active EE | $1,349 | $1,832-26.4% | $4,157-67.5% | $2,381-43.3% |
| Participant deferral / active EE | $2,755 | $3,448-20.1% | $5,277-47.8% | $3,470-20.6% |
| Admin fee / account holder | $1,682 | $4,174-59.7% | $9,110-81.5% | $4,887-65.6% |