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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 | $10,262 | $105,867-90.3% | $90,760-88.7% | $134,532-92.4% |
| Participation rate | 53.3% | 78.3%-24.9pp | 75.7%-22.4pp | 81.2%-27.9pp |
| Annual return | -20.42% | -10.99%-9.4pp | -12.16%-8.3pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,347 | $3,464-61.1% | $2,922-53.9% | $4,741-71.6% |
| Participant deferral / active EE | $2,474 | $5,217-52.6% | $4,565-45.8% | $6,401-61.3% |
| Admin fee / account holder | $1,677 | $13,936-88.0% | $8,444-80.1% | $11,429-85.3% |