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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 | $11,404 | $129,959-91.2% | $104,301-89.1% | $134,509-91.5% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -20.63% | 42.04%-62.7pp | 24.61%-45.2pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,339 | $4,185-68.0% | $3,373-60.3% | $4,741-71.8% |
| Participant deferral / active EE | $2,924 | $5,589-47.7% | $4,626-36.8% | $6,400-54.3% |
| Admin fee / account holder | $1,137 | $9,325-87.8% | $7,340-84.5% | $11,427-90.0% |