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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 | $18,319 | $82,674-77.8% | $125,363-85.4% | $68,495-73.3% |
| Participation rate | 39.3% | 75.0%-35.8pp | 82.4%-43.1pp | 67.9%-28.6pp |
| Annual return | -22.81% | -5.97%-16.8pp | 572.15%-595.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $969 | $3,382-71.4% | $4,815-79.9% | $2,596-62.7% |
| Participant deferral / active EE | $2,949 | $6,111-51.7% | $7,447-60.4% | $4,028-26.8% |
| Admin fee / account holder | $866 | $6,276-86.2% | $10,005-91.3% | $5,403-84.0% |