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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 | $8,195 | $180,028-95.4% | $138,135-94.1% | $158,966-94.8% |
| Participation rate | 66.7% | 82.2%-15.6pp | 78.7%-12.0pp | 82.0%-15.3pp |
| Annual return | -31.34% | 21.68%-53.0pp | 20.51%-51.9pp | 302.95%-334.3pp |
| Employer contribution / active EE | $1,342 | $7,470-82.0% | $5,587-76.0% | $4,762-71.8% |
| Participant deferral / active EE | $5,136 | $7,717-33.5% | $6,431-20.1% | $5,983-14.2% |
| Admin fee / account holder | $6,103 | $17,912-65.9% | $11,856-48.5% | $11,250-45.8% |