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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 | $13,842 | $82,674-83.3% | $125,381-89.0% | $68,486-79.8% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -19.45% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $801 | $3,382-76.3% | $4,815-83.4% | $2,597-69.1% |
| Participant deferral / active EE | $3,504 | $6,111-42.7% | $7,448-53.0% | $4,028-13.0% |
| Admin fee / account holder | $680 | $6,277-89.2% | $10,007-93.2% | $5,404-87.4% |