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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 | $11,934 | $167,352-92.9% | $143,788-91.7% | $134,509-91.1% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -24.14% | 0.47%-24.6pp | -0.03%-24.1pp | 418.13%-442.3pp |
| Employer contribution / active EE | $1,504 | $5,620-73.2% | $4,952-69.6% | $4,741-68.3% |
| Participant deferral / active EE | $3,177 | $6,447-50.7% | $5,638-43.7% | $6,400-50.4% |
| Admin fee / account holder | $1,425 | $18,091-92.1% | $14,675-90.3% | $11,427-87.5% |