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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 | $16,096 | $142,361-88.7% | $119,608-86.5% | $134,509-88.0% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.3%-26.6pp | 81.2%-28.6pp |
| Annual return | -32.22% | -12.46%-19.8pp | -14.98%-17.2pp | 418.13%-450.4pp |
| Employer contribution / active EE | $2,284 | $5,224-56.3% | $4,232-46.0% | $4,741-51.8% |
| Participant deferral / active EE | $4,503 | $6,468-30.4% | $5,601-19.6% | $6,400-29.6% |
| Admin fee / account holder | $1,590 | $13,588-88.3% | $10,326-84.6% | $11,427-86.1% |