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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 | $7,390 | $95,895-92.3% | $79,576-90.7% | $134,509-94.5% |
| Participation rate | 63.2% | 75.0%-11.9pp | 69.5%-6.3pp | 81.2%-18.1pp |
| Annual return | -30.18% | -2.72%-27.5pp | 0.15%-30.3pp | 418.13%-448.3pp |
| Employer contribution / active EE | $1,190 | $3,128-62.0% | $2,413-50.7% | $4,741-74.9% |
| Participant deferral / active EE | $2,858 | $4,693-39.1% | $3,985-28.3% | $6,400-55.4% |
| Admin fee / account holder | $539 | $9,129-94.1% | $6,834-92.1% | $11,427-95.3% |