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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 | $13,167 | $116,203-88.7% | $93,621-85.9% | $152,909-91.4% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.8%-17.5pp | 82.5%-24.1pp |
| Annual return | -5.31% | 35.96%-41.3pp | 32.76%-38.1pp | 345.46%-350.8pp |
| Employer contribution / active EE | $1,336 | $3,219-58.5% | $2,719-50.9% | $4,764-72.0% |
| Participant deferral / active EE | $3,842 | $4,605-16.6% | $4,070-5.6% | $5,851-34.3% |
| Admin fee / account holder | $2,763 | $10,751-74.3% | $7,890-65.0% | $11,601-76.2% |