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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 | $13,775 | $142,392-90.3% | $119,622-88.5% | $134,532-89.8% |
| Participation rate | 61.9% | 82.8%-20.9pp | 79.3%-17.4pp | 81.2%-19.3pp |
| Annual return | -24.38% | -12.46%-11.9pp | -14.98%-9.4pp | 418.27%-442.6pp |
| Employer contribution / active EE | $2,352 | $5,224-55.0% | $4,232-44.4% | $4,741-50.4% |
| Participant deferral / active EE | $3,441 | $6,467-46.8% | $5,601-38.6% | $6,401-46.2% |
| Admin fee / account holder | $686 | $13,593-95.0% | $10,328-93.4% | $11,429-94.0% |