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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 | $3,296 | $108,882-97.0% | $96,754-96.6% | $154,746-97.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | -9.92% | 98.39%-108.3pp | 82.04%-92.0pp | 172.34%-182.3pp |
| Employer contribution / active EE | $1,133 | $3,018-62.5% | $2,679-57.7% | $4,379-74.1% |
| Participant deferral / active EE | $2,045 | $5,323-61.6% | $4,758-57.0% | $6,730-69.6% |
| Admin fee / account holder | $7,603 | $10,200-25.5% | $8,905-14.6% | $14,365-47.1% |