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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 | $9,391 | $197,819-95.3% | $155,789-94.0% | $125,388-92.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -35.72% | 86.73%-122.5pp | 71.54%-107.3pp | 282.24%-318.0pp |
| Employer contribution / active EE | $3,194 | $4,850-34.2% | $3,839-16.8% | $4,866-34.4% |
| Participant deferral / active EE | $3,174 | $5,631-43.6% | $4,798-33.8% | $5,352-40.7% |
| Admin fee / account holder | $461 | $9,544-95.2% | $7,477-93.8% | $9,541-95.2% |