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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 | $8,354 | $92,219-90.9% | $76,768-89.1% | $135,379-93.8% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -21.07% | 5.46%-26.5pp | 2.43%-23.5pp | 519.79%-540.9pp |
| Employer contribution / active EE | $1,085 | $3,216-66.3% | $2,485-56.4% | $4,779-77.3% |
| Participant deferral / active EE | $1,891 | $4,508-58.1% | $3,852-50.9% | $5,609-66.3% |
| Admin fee / account holder | $389 | $10,749-96.4% | $6,675-94.2% | $10,828-96.4% |