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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 | $8,445 | $133,981-93.7% | $112,249-92.5% | $134,532-93.7% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.1%-28.0pp | 81.2%-34.2pp |
| Annual return | -28.40% | 47.16%-75.6pp | 27.48%-55.9pp | 418.27%-446.7pp |
| Employer contribution / active EE | $1,058 | $4,040-73.8% | $3,636-70.9% | $4,741-77.7% |
| Participant deferral / active EE | $2,420 | $5,292-54.3% | $4,729-48.8% | $6,401-62.2% |
| Admin fee / account holder | $753 | $7,492-90.0% | $6,412-88.3% | $11,429-93.4% |