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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 | $10,423 | $100,805-89.7% | $86,698-88.0% | $134,532-92.3% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -25.48% | 29.09%-54.6pp | 35.95%-61.4pp | 418.27%-443.7pp |
| Employer contribution / active EE | $808 | $3,490-76.9% | $2,837-71.5% | $4,741-83.0% |
| Participant deferral / active EE | $1,966 | $5,339-63.2% | $4,656-57.8% | $6,401-69.3% |
| Admin fee / account holder | $418 | $10,925-96.2% | $7,493-94.4% | $11,429-96.3% |