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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 | $8,893 | $52,519-83.1% | $155,789-94.3% | $59,633-85.1% |
| Participation rate | 58.1% | 61.7%-3.6pp | 76.1%-18.0pp | 68.7%-10.5pp |
| Annual return | -3.08% | 53.51%-56.6pp | 71.54%-74.6pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,337 | $1,589-15.9% | $3,839-65.2% | $2,203-39.3% |
| Participant deferral / active EE | $2,073 | $3,084-32.8% | $4,798-56.8% | $3,192-35.1% |
| Admin fee / account holder | $308 | $3,540-91.3% | $7,477-95.9% | $4,297-92.8% |