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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 | $10,440 | $100,805-89.6% | $86,698-88.0% | $134,532-92.2% |
| Participation rate | 47.4% | 79.0%-31.6pp | 76.6%-29.2pp | 81.2%-33.9pp |
| Annual return | -41.51% | 29.09%-70.6pp | 35.95%-77.5pp | 418.27%-459.8pp |
| Employer contribution / active EE | $1,497 | $3,490-57.1% | $2,837-47.2% | $4,741-68.4% |
| Participant deferral / active EE | $2,958 | $5,339-44.6% | $4,656-36.5% | $6,401-53.8% |
| Admin fee / account holder | $577 | $10,925-94.7% | $7,493-92.3% | $11,429-95.0% |