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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 | $6,318 | $133,998-95.3% | $112,263-94.4% | $134,545-95.3% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | -36.37% | 47.17%-83.5pp | 27.49%-63.9pp | 418.37%-454.7pp |
| Employer contribution / active EE | $1,544 | $4,040-61.8% | $3,636-57.5% | $4,742-67.4% |
| Participant deferral / active EE | $2,442 | $5,292-53.9% | $4,729-48.4% | $6,401-61.8% |
| Admin fee / account holder | $1,271 | $7,493-83.0% | $6,410-80.2% | $11,431-88.9% |