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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 | $12,337 | $167,362-92.6% | $143,799-91.4% | $134,532-90.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -27.72% | 0.47%-28.2pp | -0.04%-27.7pp | 418.27%-446.0pp |
| Employer contribution / active EE | $1,719 | $5,620-69.4% | $4,952-65.3% | $4,741-63.8% |
| Participant deferral / active EE | $3,380 | $6,447-47.6% | $5,638-40.1% | $6,401-47.2% |
| Admin fee / account holder | $301 | $18,094-98.3% | $14,677-98.0% | $11,429-97.4% |