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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 | $10,346 | $95,979-89.2% | $74,551-86.1% | $135,380-92.4% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -14.16% | 56.97%-71.1pp | 32.53%-46.7pp | 519.81%-534.0pp |
| Employer contribution / active EE | $2,073 | $2,716-23.7% | $1,961+5.7% | $4,779-56.6% |
| Participant deferral / active EE | $3,526 | $3,844-8.3% | $3,108+13.5% | $5,609-37.1% |
| Admin fee / account holder | $846 | $6,522-87.0% | $5,059-83.3% | $10,828-92.2% |