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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 | $10,274 | $167,353-93.9% | $143,797-92.9% | $134,545-92.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -31.98% | 0.48%-32.5pp | -0.04%-31.9pp | 418.37%-450.4pp |
| Employer contribution / active EE | $1,248 | $5,620-77.8% | $4,952-74.8% | $4,742-73.7% |
| Participant deferral / active EE | $2,206 | $6,447-65.8% | $5,638-60.9% | $6,401-65.5% |
| Admin fee / account holder | $1,046 | $18,096-94.2% | $14,679-92.9% | $11,431-90.9% |