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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 | $12,372 | $57,352-78.4% | $83,831-85.2% | $64,173-80.7% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -19.95% | 11.38%-31.3pp | 850.99%-870.9pp | 7.63%-27.6pp |
| Employer contribution / active EE | $2,357 | $2,546-7.4% | $3,631-35.1% | $2,381-1.0% |
| Participant deferral / active EE | $3,104 | $2,993+3.7% | $4,082-24.0% | $3,470-10.5% |
| Admin fee / account holder | $593 | $4,046-85.3% | $5,479-89.2% | $4,887-87.9% |