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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 | $6,839 | $167,533-95.9% | $151,645-95.5% | $134,545-94.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -27.31% | 7.81%-35.1pp | 3.34%-30.6pp | 418.37%-445.7pp |
| Employer contribution / active EE | $3,544 | $6,828-48.1% | $6,165-42.5% | $4,742-25.2% |
| Participant deferral / active EE | $4,081 | $8,985-54.6% | $8,363-51.2% | $6,401-36.2% |
| Admin fee / account holder | $1,926 | $13,781-86.0% | $11,614-83.4% | $11,431-83.2% |