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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 | $10,474 | $142,392-92.6% | $119,622-91.2% | $134,532-92.2% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -47.91% | -12.46%-35.4pp | -14.98%-32.9pp | 418.27%-466.2pp |
| Employer contribution / active EE | $1,526 | $5,224-70.8% | $4,232-63.9% | $4,741-67.8% |
| Participant deferral / active EE | $3,534 | $6,467-45.4% | $5,601-36.9% | $6,401-44.8% |
| Admin fee / account holder | $612 | $13,593-95.5% | $10,328-94.1% | $11,429-94.6% |