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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 | $7,281 | $167,353-95.6% | $143,797-94.9% | $134,545-94.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.27% | 0.48%-21.8pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,195 | $5,620-78.7% | $4,952-75.9% | $4,742-74.8% |
| Participant deferral / active EE | $2,738 | $6,447-57.5% | $5,638-51.4% | $6,401-57.2% |
| Admin fee / account holder | $1,690 | $18,096-90.7% | $14,679-88.5% | $11,431-85.2% |