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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 | $6,885 | $133,998-94.9% | $112,263-93.9% | $134,545-94.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -32.61% | 47.17%-79.8pp | 27.49%-60.1pp | 418.37%-451.0pp |
| Employer contribution / active EE | $1,753 | $4,040-56.6% | $3,636-51.8% | $4,742-63.0% |
| Participant deferral / active EE | $1,812 | $5,292-65.8% | $4,729-61.7% | $6,401-71.7% |
| Admin fee / account holder | $411 | $7,493-94.5% | $6,410-93.6% | $11,431-96.4% |