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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 | $11,612 | $167,362-93.1% | $143,799-91.9% | $134,532-91.4% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -24.01% | 0.47%-24.5pp | -0.04%-24.0pp | 418.27%-442.3pp |
| Employer contribution / active EE | $1,582 | $5,620-71.9% | $4,952-68.1% | $4,741-66.6% |
| Participant deferral / active EE | $3,774 | $6,447-41.5% | $5,638-33.1% | $6,401-41.0% |
| Admin fee / account holder | $492 | $18,094-97.3% | $14,677-96.6% | $11,429-95.7% |