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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 | $8,113 | $95,188-91.5% | $76,518-89.4% | $135,380-94.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -23.93% | 4.85%-28.8pp | -0.27%-23.7pp | 519.81%-543.7pp |
| Employer contribution / active EE | $2,069 | $3,303-37.3% | $2,647-21.8% | $4,779-56.7% |
| Participant deferral / active EE | $2,493 | $4,640-46.3% | $3,836-35.0% | $5,609-55.6% |
| Admin fee / account holder | $429 | $6,249-93.1% | $4,849-91.2% | $10,828-96.0% |