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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 | $12,748 | $127,386-90.0% | $115,037-88.9% | $125,388-89.8% |
| Participation rate | 45.5% | 84.2%-38.7pp | 81.4%-35.9pp | 83.2%-37.7pp |
| Annual return | -32.30% | 31.28%-63.6pp | 26.14%-58.4pp | 282.24%-314.5pp |
| Employer contribution / active EE | $1,855 | $5,166-64.1% | $4,608-59.8% | $4,866-61.9% |
| Participant deferral / active EE | $4,946 | $6,423-23.0% | $6,026-17.9% | $5,352-7.6% |
| Admin fee / account holder | $445 | $9,516-95.3% | $8,175-94.6% | $9,541-95.3% |