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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 | $96,731-85.0% | $123,973-88.3% | $86,983-83.3% |
| Participation rate | 48.4% | 70.0%-21.6pp | 76.7%-28.3pp | 69.5%-21.2pp |
| Annual return | -89.60% | 17.33%-106.9pp | 388.13%-477.7pp | 25.83%-115.4pp |
| Employer contribution / active EE | $2,365 | $3,297-28.3% | $4,126-42.7% | $2,584-8.5% |
| Participant deferral / active EE | $2,376 | $4,152-42.8% | $5,247-54.7% | $4,194-43.4% |
| Admin fee / account holder | $16,096 | $8,722+84.5% | $11,799+36.4% | $7,856+104.9% |