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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 | $12,038 | $95,975-87.5% | $74,549-83.9% | $135,379-91.1% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | -11.16% | 56.96%-68.1pp | 32.53%-43.7pp | 519.79%-531.0pp |
| Employer contribution / active EE | $2,417 | $2,716-11.0% | $1,961+23.2% | $4,779-49.4% |
| Participant deferral / active EE | $5,640 | $3,844+46.8% | $3,108+81.5% | $5,609+0.6% |
| Admin fee / account holder | $1,083 | $6,522-83.4% | $5,059-78.6% | $10,828-90.0% |