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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 | $16,222 | $72,404-77.6% | $110,243-85.3% | $64,173-74.7% |
| Participation rate | 64.0% | 73.3%-9.4pp | 79.8%-15.9pp | 69.6%-5.6pp |
| Annual return | -42.41% | -6.29%-36.1pp | 314.76%-357.2pp | 7.63%-50.0pp |
| Employer contribution / active EE | $3,374 | $2,282+47.9% | $3,827-11.8% | $2,381+41.7% |
| Participant deferral / active EE | $7,267 | $3,469+109.5% | $4,672+55.5% | $3,470+109.5% |
| Admin fee / account holder | $859 | $5,664-84.8% | $8,548-89.9% | $4,887-82.4% |