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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 | $14,529 | $82,674-82.4% | $125,381-88.4% | $68,486-78.8% |
| Participation rate | 69.8% | 75.1%-5.3pp | 82.4%-12.6pp | 67.9%+1.9pp |
| Annual return | -20.98% | -5.97%-15.0pp | 572.31%-593.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,408 | $3,382-58.4% | $4,815-70.8% | $2,597-45.8% |
| Participant deferral / active EE | $4,019 | $6,111-34.2% | $7,448-46.0% | $4,028-0.2% |
| Admin fee / account holder | $2,262 | $6,277-64.0% | $10,007-77.4% | $5,404-58.1% |