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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 | $20,746 | $176,786-88.3% | $146,643-85.9% | $167,536-87.6% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | -34.17% | 24.04%-58.2pp | 22.75%-56.9pp | 478.82%-513.0pp |
| Employer contribution / active EE | $1,221 | $5,161-76.3% | $4,137-70.5% | $4,839-74.8% |
| Participant deferral / active EE | $4,501 | $6,440-30.1% | $5,506-18.3% | $6,342-29.0% |
| Admin fee / account holder | $8,056 | $13,262-39.3% | $10,280-21.6% | $12,315-34.6% |