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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 | $8,381 | $142,392-94.1% | $119,622-93.0% | $134,532-93.8% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -23.76% | -12.46%-11.3pp | -14.98%-8.8pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,445 | $5,224-72.3% | $4,232-65.9% | $4,741-69.5% |
| Participant deferral / active EE | $3,197 | $6,467-50.6% | $5,601-42.9% | $6,401-50.0% |
| Admin fee / account holder | $8,716 | $13,593-35.9% | $10,328-15.6% | $11,429-23.7% |