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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 | $7,905 | $134,001-94.1% | $112,258-93.0% | $134,509-94.1% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -34.56% | 47.15%-81.7pp | 27.47%-62.0pp | 418.13%-452.7pp |
| Employer contribution / active EE | $1,024 | $4,039-74.6% | $3,636-71.8% | $4,741-78.4% |
| Participant deferral / active EE | $1,816 | $5,291-65.7% | $4,728-61.6% | $6,400-71.6% |
| Admin fee / account holder | $5,787 | $7,491-22.8% | $6,411-9.7% | $11,427-49.4% |