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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 | $13,521 | $127,387-89.4% | $115,038-88.2% | $125,389-89.2% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -46.76% | 31.28%-78.0pp | 26.14%-72.9pp | 282.24%-329.0pp |
| Employer contribution / active EE | $1,841 | $5,166-64.4% | $4,608-60.1% | $4,866-62.2% |
| Participant deferral / active EE | $3,420 | $6,423-46.8% | $6,026-43.3% | $5,352-36.1% |
| Admin fee / account holder | $1,070 | $9,516-88.8% | $8,175-86.9% | $9,541-88.8% |