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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 | $8,204 | $167,353-95.1% | $143,797-94.3% | $134,545-93.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -28.17% | 0.48%-28.6pp | -0.04%-28.1pp | 418.37%-446.5pp |
| Employer contribution / active EE | $1,477 | $5,620-73.7% | $4,952-70.2% | $4,742-68.9% |
| Participant deferral / active EE | $3,199 | $6,447-50.4% | $5,638-43.3% | $6,401-50.0% |
| Admin fee / account holder | $2,734 | $18,096-84.9% | $14,679-81.4% | $11,431-76.1% |