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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 | $11,918 | $190,879-93.8% | $160,009-92.6% | $134,532-91.1% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -21.30% | 552.63%-573.9pp | 408.85%-430.1pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,114 | $4,995-77.7% | $4,225-73.6% | $4,741-76.5% |
| Participant deferral / active EE | $2,403 | $6,924-65.3% | $6,183-61.1% | $6,401-62.5% |
| Admin fee / account holder | $979 | $10,495-90.7% | $8,715-88.8% | $11,429-91.4% |