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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 | $6,310 | $167,362-96.2% | $143,799-95.6% | $134,532-95.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -32.13% | 0.47%-32.6pp | -0.04%-32.1pp | 418.27%-450.4pp |
| Employer contribution / active EE | $1,682 | $5,620-70.1% | $4,952-66.0% | $4,741-64.5% |
| Participant deferral / active EE | $2,520 | $6,447-60.9% | $5,638-55.3% | $6,401-60.6% |
| Admin fee / account holder | $4,449 | $18,094-75.4% | $14,677-69.7% | $11,429-61.1% |