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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 | $11,407 | $69,012-83.5% | $160,037-92.9% | $68,490-83.3% |
| Participation rate | 44.8% | 65.4%-20.6pp | 78.0%-33.2pp | 67.9%-23.1pp |
| Annual return | -19.86% | -9.65%-10.2pp | 408.95%-428.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,073 | $2,212-51.5% | $4,226-74.6% | $2,597-58.7% |
| Participant deferral / active EE | $1,400 | $4,212-66.8% | $6,184-77.4% | $4,028-65.2% |
| Admin fee / account holder | $10,124 | $4,798+111.0% | $8,716+16.1% | $5,403+87.4% |