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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 | $13,923 | $167,352-91.7% | $143,788-90.3% | $134,509-89.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -31.76% | 0.47%-32.2pp | -0.03%-31.7pp | 418.13%-449.9pp |
| Employer contribution / active EE | $1,280 | $5,620-77.2% | $4,952-74.1% | $4,741-73.0% |
| Participant deferral / active EE | $4,795 | $6,447-25.6% | $5,638-15.0% | $6,400-25.1% |
| Admin fee / account holder | $389 | $18,091-97.9% | $14,675-97.4% | $11,427-96.6% |