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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 | $6,927 | $77,814-91.1% | $158,223-95.6% | $86,983-92.0% |
| Participation rate | 61.4% | 68.4%-7.0pp | 79.2%-17.8pp | 69.5%-8.1pp |
| Annual return | -55.02% | 30.54%-85.6pp | 52.09%-107.1pp | 25.83%-80.8pp |
| Employer contribution / active EE | $1,390 | $2,592-46.4% | $4,109-66.2% | $2,584-46.2% |
| Participant deferral / active EE | $2,363 | $3,270-27.7% | $5,467-56.8% | $4,194-43.6% |
| Admin fee / account holder | $1,201 | $5,879-79.6% | $16,047-92.5% | $7,856-84.7% |