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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 | $7,723 | $167,353-95.4% | $143,797-94.6% | $134,545-94.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -44.52% | 0.48%-45.0pp | -0.04%-44.5pp | 418.37%-462.9pp |
| Employer contribution / active EE | $2,105 | $5,620-62.6% | $4,952-57.5% | $4,742-55.6% |
| Participant deferral / active EE | $3,114 | $6,447-51.7% | $5,638-44.8% | $6,401-51.3% |
| Admin fee / account holder | $1,579 | $18,096-91.3% | $14,679-89.2% | $11,431-86.2% |