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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 | $7,141 | $95,188-92.5% | $76,518-90.7% | $135,379-94.7% |
| Participation rate | 54.2% | 74.4%-20.2pp | 68.0%-13.8pp | 82.6%-28.5pp |
| Annual return | -40.13% | 4.85%-45.0pp | -0.27%-39.9pp | 519.79%-559.9pp |
| Employer contribution / active EE | $1,984 | $3,303-39.9% | $2,647-25.1% | $4,779-58.5% |
| Participant deferral / active EE | $4,623 | $4,640-0.4% | $3,836+20.5% | $5,609-17.6% |
| Admin fee / account holder | $1,312 | $6,249-79.0% | $4,849-72.9% | $10,828-87.9% |