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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 | $8,472 | $133,981-93.7% | $112,249-92.5% | $134,532-93.7% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -27.58% | 47.16%-74.7pp | 27.48%-55.1pp | 418.27%-445.9pp |
| Employer contribution / active EE | $1,063 | $4,040-73.7% | $3,636-70.8% | $4,741-77.6% |
| Participant deferral / active EE | $1,750 | $5,292-66.9% | $4,729-63.0% | $6,401-72.7% |
| Admin fee / account holder | $1,572 | $7,492-79.0% | $6,412-75.5% | $11,429-86.2% |