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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 | $7,740 | $167,353-95.4% | $143,797-94.6% | $134,545-94.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -29.32% | 0.48%-29.8pp | -0.04%-29.3pp | 418.37%-447.7pp |
| Employer contribution / active EE | $1,601 | $5,620-71.5% | $4,952-67.7% | $4,742-66.2% |
| Participant deferral / active EE | $2,328 | $6,447-63.9% | $5,638-58.7% | $6,401-63.6% |
| Admin fee / account holder | $1,014 | $18,096-94.4% | $14,679-93.1% | $11,431-91.1% |