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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 | $7,148 | $95,917-92.5% | $79,583-91.0% | $134,545-94.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -22.36% | -2.70%-19.7pp | 0.16%-22.5pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,229 | $3,129-60.7% | $2,414-49.1% | $4,742-74.1% |
| Participant deferral / active EE | $4,394 | $4,694-6.4% | $3,986+10.2% | $6,401-31.4% |
| Admin fee / account holder | $1,928 | $9,132-78.9% | $6,835-71.8% | $11,431-83.1% |