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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 | $11,178 | $167,504-93.3% | $151,628-92.6% | $134,509-91.7% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -23.87% | 7.81%-31.7pp | 3.34%-27.2pp | 418.13%-442.0pp |
| Employer contribution / active EE | $1,889 | $6,828-72.3% | $6,165-69.4% | $4,741-60.1% |
| Participant deferral / active EE | $6,158 | $8,985-31.5% | $8,363-26.4% | $6,400-3.8% |
| Admin fee / account holder | $1,344 | $13,779-90.2% | $11,613-88.4% | $11,427-88.2% |