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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 | $8,438 | $135,956-93.8% | $123,894-93.2% | $273,972-96.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -19.36% | 56.63%-76.0pp | 47.52%-66.9pp | 41.46%-60.8pp |
| Employer contribution / active EE | $1,554 | $5,170-69.9% | $4,617-66.3% | $4,869-68.1% |
| Participant deferral / active EE | $3,260 | $6,343-48.6% | $5,984-45.5% | $5,287-38.3% |
| Admin fee / account holder | $869 | $9,817-91.1% | $8,357-89.6% | $10,133-91.4% |