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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 | $9,688 | $133,981-92.8% | $112,249-91.4% | $134,532-92.8% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -30.52% | 47.16%-77.7pp | 27.48%-58.0pp | 418.27%-448.8pp |
| Employer contribution / active EE | $1,695 | $4,040-58.1% | $3,636-53.4% | $4,741-64.3% |
| Participant deferral / active EE | $1,695 | $5,292-68.0% | $4,729-64.2% | $6,401-73.5% |
| Admin fee / account holder | $3,077 | $7,492-58.9% | $6,412-52.0% | $11,429-73.1% |