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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 | $13,440 | $142,409-90.6% | $119,634-88.8% | $134,545-90.0% |
| Participation rate | 47.8% | 82.8%-35.0pp | 79.3%-31.4pp | 81.2%-33.4pp |
| Annual return | -20.34% | -12.46%-7.9pp | -14.98%-5.4pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,074 | $5,224-79.4% | $4,232-74.6% | $4,742-77.3% |
| Participant deferral / active EE | $2,019 | $6,468-68.8% | $5,601-64.0% | $6,401-68.5% |
| Admin fee / account holder | $332 | $13,594-97.6% | $10,329-96.8% | $11,431-97.1% |