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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 | $6,942 | $82,674-91.6% | $125,381-94.5% | $68,486-89.9% |
| Participation rate | 63.0% | 75.1%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -25.45% | -5.97%-19.5pp | 572.31%-597.8pp | -7.85%-17.6pp |
| Employer contribution / active EE | $1,176 | $3,382-65.2% | $4,815-75.6% | $2,597-54.7% |
| Participant deferral / active EE | $2,583 | $6,111-57.7% | $7,448-65.3% | $4,028-35.9% |
| Admin fee / account holder | $4,739 | $6,277-24.5% | $10,007-52.6% | $5,404-12.3% |