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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 | $14,548 | $93,345-84.4% | $119,126-87.8% | $87,485-83.4% |
| Participation rate | 48.4% | 68.7%-20.4pp | 75.8%-27.4pp | 68.9%-20.5pp |
| Annual return | -89.60% | 19.08%-108.7pp | 282.11%-371.7pp | 26.06%-115.7pp |
| Employer contribution / active EE | $2,365 | $3,172-25.4% | $4,034-41.4% | $2,596-8.9% |
| Participant deferral / active EE | $2,376 | $4,099-42.0% | $5,318-55.3% | $4,274-44.4% |
| Admin fee / account holder | $16,096 | $8,039+100.2% | $10,693+50.5% | $7,775+107.0% |