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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 | $9,309 | $167,362-94.4% | $143,799-93.5% | $134,532-93.1% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -24.29% | 0.47%-24.8pp | -0.04%-24.2pp | 418.27%-442.6pp |
| Employer contribution / active EE | $1,513 | $5,620-73.1% | $4,952-69.4% | $4,741-68.1% |
| Participant deferral / active EE | $2,449 | $6,447-62.0% | $5,638-56.6% | $6,401-61.7% |
| Admin fee / account holder | $710 | $18,094-96.1% | $14,677-95.2% | $11,429-93.8% |