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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 | $6,353 | $129,959-95.1% | $104,301-93.9% | $134,509-95.3% |
| Participation rate | 58.3% | 79.5%-21.2pp | 73.3%-14.9pp | 81.2%-22.9pp |
| Annual return | -22.31% | 42.04%-64.4pp | 24.61%-46.9pp | 418.13%-440.4pp |
| Employer contribution / active EE | $3,088 | $4,185-26.2% | $3,373-8.4% | $4,741-34.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $772 | $9,325-91.7% | $7,340-89.5% | $11,427-93.2% |