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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 | $14,412 | $100,805-85.7% | $86,698-83.4% | $134,532-89.3% |
| Participation rate | 44.4% | 79.0%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -42.42% | 29.09%-71.5pp | 35.95%-78.4pp | 418.27%-460.7pp |
| Employer contribution / active EE | $927 | $3,490-73.4% | $2,837-67.3% | $4,741-80.4% |
| Participant deferral / active EE | $6,406 | $5,339+20.0% | $4,656+37.6% | $6,401+0.1% |
| Admin fee / account holder | $418 | $10,925-96.2% | $7,493-94.4% | $11,429-96.3% |