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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 | $13,134 | $95,979-86.3% | $74,551-82.4% | $135,380-90.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -17.55% | 56.97%-74.5pp | 32.53%-50.1pp | 519.81%-537.4pp |
| Employer contribution / active EE | $1,116 | $2,716-58.9% | $1,961-43.1% | $4,779-76.6% |
| Participant deferral / active EE | $4,750 | $3,844+23.6% | $3,108+52.8% | $5,609-15.3% |
| Admin fee / account holder | $318 | $6,522-95.1% | $5,059-93.7% | $10,828-97.1% |