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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 | $12,398 | $127,387-90.3% | $115,038-89.2% | $125,389-90.1% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | -28.32% | 31.28%-59.6pp | 26.14%-54.5pp | 282.24%-310.6pp |
| Employer contribution / active EE | $2,452 | $5,166-52.5% | $4,608-46.8% | $4,866-49.6% |
| Participant deferral / active EE | $4,535 | $6,423-29.4% | $6,026-24.8% | $5,352-15.3% |
| Admin fee / account holder | $721 | $9,516-92.4% | $8,175-91.2% | $9,541-92.4% |