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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 | $8,247 | $129,959-93.7% | $104,301-92.1% | $134,532-93.9% |
| Participation rate | 52.4% | 79.5%-27.2pp | 73.3%-20.9pp | 81.2%-28.8pp |
| Annual return | -21.44% | 42.04%-63.5pp | 24.61%-46.1pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,526 | $4,185-63.5% | $3,373-54.7% | $4,741-67.8% |
| Participant deferral / active EE | $3,425 | $5,589-38.7% | $4,626-25.9% | $6,401-46.5% |
| Admin fee / account holder | $9,927 | $9,325+6.5% | $7,340+35.2% | $11,429-13.1% |