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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 | $7,641 | $133,981-94.3% | $112,249-93.2% | $134,532-94.3% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -36.04% | 47.16%-83.2pp | 27.48%-63.5pp | 418.27%-454.3pp |
| Employer contribution / active EE | $1,220 | $4,040-69.8% | $3,636-66.5% | $4,741-74.3% |
| Participant deferral / active EE | $4,115 | $5,292-22.2% | $4,729-13.0% | $6,401-35.7% |
| Admin fee / account holder | $9,188 | $7,492+22.6% | $6,412+43.3% | $11,429-19.6% |