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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 | $8,492 | $97,020-91.2% | $83,322-89.8% | $135,379-93.7% |
| Participation rate | 68.8% | 80.4%-11.7pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -21.34% | 12.31%-33.7pp | 10.64%-32.0pp | 519.79%-541.1pp |
| Employer contribution / active EE | $3,189 | $4,144-23.0% | $3,379-5.6% | $4,779-33.3% |
| Participant deferral / active EE | $3,982 | $5,964-33.2% | $5,565-28.4% | $5,609-29.0% |
| Admin fee / account holder | $478 | $8,426-94.3% | $7,540-93.7% | $10,828-95.6% |