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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 | $13,101 | $167,353-92.2% | $143,797-90.9% | $134,545-90.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.85% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,581 | $5,620-71.9% | $4,952-68.1% | $4,742-66.6% |
| Participant deferral / active EE | $5,182 | $6,447-19.6% | $5,638-8.1% | $6,401-19.0% |
| Admin fee / account holder | $1,731 | $18,096-90.4% | $14,679-88.2% | $11,431-84.9% |