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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 | $4,503 | $97,881-95.4% | $80,004-94.4% | $125,388-96.4% |
| Participation rate | 64.3% | 77.9%-13.6pp | 73.0%-8.7pp | 83.2%-18.9pp |
| Annual return | -13.91% | 9.36%-23.3pp | 7.63%-21.5pp | 282.24%-296.1pp |
| Employer contribution / active EE | $1,066 | $3,128-65.9% | $2,473-56.9% | $4,866-78.1% |
| Participant deferral / active EE | $1,340 | $3,744-64.2% | $3,204-58.2% | $5,352-75.0% |
| Admin fee / account holder | $1,363 | $6,278-78.3% | $5,033-72.9% | $9,541-85.7% |