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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 | $11,503 | $72,404-84.1% | $110,243-89.6% | $64,173-82.1% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.7pp |
| Annual return | -14.06% | -6.29%-7.8pp | 314.76%-328.8pp | 7.63%-21.7pp |
| Employer contribution / active EE | $1,632 | $2,282-28.5% | $3,827-57.3% | $2,381-31.4% |
| Participant deferral / active EE | $2,376 | $3,469-31.5% | $4,672-49.1% | $3,470-31.5% |
| Admin fee / account holder | $794 | $5,664-86.0% | $8,548-90.7% | $4,887-83.8% |