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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 | $19,531 | $142,409-86.3% | $119,634-83.7% | $134,545-85.5% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -20.99% | -12.46%-8.5pp | -14.98%-6.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,205 | $5,224-57.8% | $4,232-47.9% | $4,742-53.5% |
| Participant deferral / active EE | $4,155 | $6,468-35.8% | $5,601-25.8% | $6,401-35.1% |
| Admin fee / account holder | $1,531 | $13,594-88.7% | $10,329-85.2% | $11,431-86.6% |