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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 | $13,842 | $167,362-91.7% | $143,799-90.4% | $134,532-89.7% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -22.28% | 0.47%-22.8pp | -0.04%-22.2pp | 418.27%-440.6pp |
| Employer contribution / active EE | $2,509 | $5,620-55.4% | $4,952-49.3% | $4,741-47.1% |
| Participant deferral / active EE | $7,194 | $6,447+11.6% | $5,638+27.6% | $6,401+12.4% |
| Admin fee / account holder | $816 | $18,094-95.5% | $14,677-94.4% | $11,429-92.9% |