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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 | $23,976 | $131,835-81.8% | $108,582-77.9% | $273,972-91.2% |
| Participation rate | 52.6% | 83.5%-30.8pp | 79.6%-26.9pp | 83.0%-30.4pp |
| Annual return | -5.29% | -91.57%+86.3pp | -51.70%+46.4pp | 41.46%-46.7pp |
| Employer contribution / active EE | $2,603 | $4,913-47.0% | $3,758-30.7% | $4,869-46.5% |
| Participant deferral / active EE | $5,647 | $5,127+10.1% | $4,311+31.0% | $5,287+6.8% |
| Admin fee / account holder | $1,605 | $10,253-84.3% | $7,645-79.0% | $10,133-84.2% |