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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 | $5,844 | $154,193-96.2% | $130,045-95.5% | $139,466-95.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 9.38% | 32.51%-23.1pp | -137.30%+146.7pp | 373.66%-364.3pp |
| Employer contribution / active EE | $2,009 | $5,292-62.0% | $4,321-53.5% | $4,754-57.7% |
| Participant deferral / active EE | $3,449 | $6,709-48.6% | $5,820-40.7% | $6,712-48.6% |
| Admin fee / account holder | $3,515 | $13,989-74.9% | $10,600-66.8% | $11,409-69.2% |