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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 | $17,341 | $82,674-79.0% | $125,381-86.2% | $68,486-74.7% |
| Participation rate | 53.8% | 75.1%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -30.63% | -5.97%-24.7pp | 572.31%-602.9pp | -7.85%-22.8pp |
| Employer contribution / active EE | $1,777 | $3,382-47.4% | $4,815-63.1% | $2,597-31.6% |
| Participant deferral / active EE | $7,396 | $6,111+21.0% | $7,448-0.7% | $4,028+83.6% |
| Admin fee / account holder | $591 | $6,277-90.6% | $10,007-94.1% | $5,404-89.1% |