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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 | $8,744 | $69,541-87.4% | $59,899-85.4% | $135,380-93.5% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -49.50% | 7.95%-57.4pp | 3.46%-53.0pp | 519.81%-569.3pp |
| Employer contribution / active EE | $1,802 | $3,236-44.3% | $2,723-33.8% | $4,779-62.3% |
| Participant deferral / active EE | $3,231 | $4,206-23.2% | $3,402-5.0% | $5,609-42.4% |
| Admin fee / account holder | $1,084 | $5,737-81.1% | $3,592-69.8% | $10,828-90.0% |