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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 | $11,477 | $90,590-87.3% | $90,782-87.4% | $135,382-91.5% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.0pp | 82.6%-16.0pp |
| Annual return | -12.04% | -3.40%-8.6pp | -3.42%-8.6pp | 519.77%-531.8pp |
| Employer contribution / active EE | $1,662 | $4,352-61.8% | $4,105-59.5% | $4,779-65.2% |
| Participant deferral / active EE | $4,298 | $5,407-20.5% | $5,366-19.9% | $5,609-23.4% |
| Admin fee / account holder | $1,253 | $7,683-83.7% | $5,908-78.8% | $10,829-88.4% |