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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 | $7,981 | $54,239-85.3% | $70,098-88.6% | $68,495-88.3% |
| Participation rate | 41.5% | 64.5%-23.0pp | 70.5%-29.0pp | 67.9%-26.4pp |
| Annual return | -25.37% | -13.87%-11.5pp | 190.76%-216.1pp | -7.84%-17.5pp |
| Employer contribution / active EE | $1,210 | $2,019-40.1% | $2,560-52.7% | $2,596-53.4% |
| Participant deferral / active EE | $2,369 | $2,957-19.9% | $3,849-38.5% | $4,028-41.2% |
| Admin fee / account holder | $1,859 | $4,691-60.4% | $6,266-70.3% | $5,403-65.6% |