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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 | $12,205 | $75,962-83.9% | $154,111-92.1% | $64,173-81.0% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -9.06% | 30.32%-39.4pp | 735.18%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,381 | $3,350-58.8% | $5,298-73.9% | $2,381-42.0% |
| Participant deferral / active EE | $2,551 | $3,175-19.7% | $5,081-49.8% | $3,470-26.5% |
| Admin fee / account holder | $2,428 | $5,589-56.6% | $13,411-81.9% | $4,887-50.3% |