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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 | $21,001 | $131,835-84.1% | $108,582-80.7% | $273,972-92.3% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.6%-32.5pp | 83.0%-36.0pp |
| Annual return | 1.09% | -91.57%+92.7pp | -51.70%+52.8pp | 41.46%-40.4pp |
| Employer contribution / active EE | $2,212 | $4,913-55.0% | $3,758-41.1% | $4,869-54.6% |
| Participant deferral / active EE | $3,548 | $5,127-30.8% | $4,311-17.7% | $5,287-32.9% |
| Admin fee / account holder | $9,817 | $10,253-4.3% | $7,645+28.4% | $10,133-3.1% |