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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 | $21,840 | $81,870-73.3% | $119,622-81.7% | $68,486-68.1% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -19.92% | -23.82%+3.9pp | -14.98%-4.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,392 | $2,692-48.3% | $4,232-67.1% | $2,597-46.4% |
| Participant deferral / active EE | $3,127 | $4,148-24.6% | $5,601-44.2% | $4,028-22.4% |
| Admin fee / account holder | $12,164 | $6,583+84.8% | $10,328+17.8% | $5,404+125.1% |