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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 | $11,004 | $133,998-91.8% | $112,263-90.2% | $134,545-91.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -24.52% | 47.17%-71.7pp | 27.49%-52.0pp | 418.37%-442.9pp |
| Employer contribution / active EE | $3,020 | $4,040-25.2% | $3,636-16.9% | $4,742-36.3% |
| Participant deferral / active EE | $3,877 | $5,292-26.7% | $4,729-18.0% | $6,401-39.4% |
| Admin fee / account holder | $1,013 | $7,493-86.5% | $6,410-84.2% | $11,431-91.1% |