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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 | $15,037 | $167,362-91.0% | $143,799-89.5% | $134,532-88.8% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -23.46% | 0.47%-23.9pp | -0.04%-23.4pp | 418.27%-441.7pp |
| Employer contribution / active EE | $1,562 | $5,620-72.2% | $4,952-68.5% | $4,741-67.0% |
| Participant deferral / active EE | $3,686 | $6,447-42.8% | $5,638-34.6% | $6,401-42.4% |
| Admin fee / account holder | $600 | $18,094-96.7% | $14,677-95.9% | $11,429-94.7% |