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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 | $7,789 | $133,981-94.2% | $112,249-93.1% | $134,532-94.2% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.1%-6.9pp | 81.2%-13.0pp |
| Annual return | -23.53% | 47.16%-70.7pp | 27.48%-51.0pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,591 | $4,040-60.6% | $3,636-56.2% | $4,741-66.4% |
| Participant deferral / active EE | $2,466 | $5,292-53.4% | $4,729-47.9% | $6,401-61.5% |
| Admin fee / account holder | $2,002 | $7,492-73.3% | $6,412-68.8% | $11,429-82.5% |