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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 | $9,731 | $93,064-89.5% | $74,577-87.0% | $273,972-96.4% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | -45.28% | 26.18%-71.5pp | 20.47%-65.7pp | 41.46%-86.7pp |
| Employer contribution / active EE | $1,154 | $3,160-63.5% | $2,525-54.3% | $4,869-76.3% |
| Participant deferral / active EE | $1,215 | $4,160-70.8% | $3,458-64.9% | $5,287-77.0% |
| Admin fee / account holder | $4,109 | $5,273-22.1% | $4,138-0.7% | $10,133-59.4% |