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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 | $7,017 | $91,911-92.4% | $68,793-89.8% | $135,382-94.8% |
| Participation rate | 52.2% | 76.7%-24.6pp | 72.2%-20.1pp | 82.6%-30.5pp |
| Annual return | -33.86% | -8.22%-25.6pp | -4.63%-29.2pp | 519.77%-553.6pp |
| Employer contribution / active EE | $1,094 | $3,924-72.1% | $2,625-58.3% | $4,779-77.1% |
| Participant deferral / active EE | $2,737 | $4,315-36.6% | $3,311-17.3% | $5,609-51.2% |
| Admin fee / account holder | $459 | $9,240-95.0% | $5,131-91.1% | $10,829-95.8% |