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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 | $12,943 | $167,353-92.3% | $143,797-91.0% | $134,545-90.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -21.91% | 0.48%-22.4pp | -0.04%-21.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,866 | $5,620-66.8% | $4,952-62.3% | $4,742-60.6% |
| Participant deferral / active EE | $4,000 | $6,447-38.0% | $5,638-29.1% | $6,401-37.5% |
| Admin fee / account holder | $6,338 | $18,096-65.0% | $14,679-56.8% | $11,431-44.6% |