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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 | $7,830 | $135,956-94.2% | $123,894-93.7% | $273,972-97.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -36.45% | 56.63%-93.1pp | 47.52%-84.0pp | 41.46%-77.9pp |
| Employer contribution / active EE | $1,038 | $5,170-79.9% | $4,617-77.5% | $4,869-78.7% |
| Participant deferral / active EE | $2,614 | $6,343-58.8% | $5,984-56.3% | $5,287-50.6% |
| Admin fee / account holder | $1,713 | $9,817-82.6% | $8,357-79.5% | $10,133-83.1% |