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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 | $17,514 | $82,674-78.8% | $125,381-86.0% | $68,486-74.4% |
| Participation rate | 63.4% | 75.1%-11.6pp | 82.4%-19.0pp | 67.9%-4.5pp |
| Annual return | -34.87% | -5.97%-28.9pp | 572.31%-607.2pp | -7.85%-27.0pp |
| Employer contribution / active EE | $1,690 | $3,382-50.0% | $4,815-64.9% | $2,597-34.9% |
| Participant deferral / active EE | $5,849 | $6,111-4.3% | $7,448-21.5% | $4,028+45.2% |
| Admin fee / account holder | $5,432 | $6,277-13.5% | $10,007-45.7% | $5,404+0.5% |