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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 | $14,747 | $150,346-90.2% | $120,524-87.8% | $145,877-89.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | -17.29% | 154.40%-171.7pp | 107.36%-124.7pp | 551.28%-568.6pp |
| Employer contribution / active EE | $1,142 | $4,353-73.8% | $3,469-67.1% | $4,663-75.5% |
| Participant deferral / active EE | $1,451 | $6,172-76.5% | $4,994-71.0% | $6,691-78.3% |
| Admin fee / account holder | $4,723 | $12,215-61.3% | $9,440-50.0% | $13,402-64.8% |