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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 | $9,882 | $142,392-93.1% | $119,622-91.7% | $134,532-92.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -27.35% | -12.46%-14.9pp | -14.98%-12.4pp | 418.27%-445.6pp |
| Employer contribution / active EE | $2,380 | $5,224-54.4% | $4,232-43.8% | $4,741-49.8% |
| Participant deferral / active EE | $2,639 | $6,467-59.2% | $5,601-52.9% | $6,401-58.8% |
| Admin fee / account holder | $2,806 | $13,593-79.4% | $10,328-72.8% | $11,429-75.4% |