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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 | $12,051 | $135,956-91.1% | $123,894-90.3% | $273,972-95.6% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | -52.85% | 56.63%-109.5pp | 47.52%-100.4pp | 41.46%-94.3pp |
| Employer contribution / active EE | $926 | $5,170-82.1% | $4,617-80.0% | $4,869-81.0% |
| Participant deferral / active EE | $2,323 | $6,343-63.4% | $5,984-61.2% | $5,287-56.1% |
| Admin fee / account holder | $302 | $9,817-96.9% | $8,357-96.4% | $10,133-97.0% |