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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 | $11,654 | $167,362-93.0% | $143,799-91.9% | $134,532-91.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -33.32% | 0.47%-33.8pp | -0.04%-33.3pp | 418.27%-451.6pp |
| Employer contribution / active EE | $1,202 | $5,620-78.6% | $4,952-75.7% | $4,741-74.6% |
| Participant deferral / active EE | $3,794 | $6,447-41.2% | $5,638-32.7% | $6,401-40.7% |
| Admin fee / account holder | $725 | $18,094-96.0% | $14,677-95.1% | $11,429-93.7% |