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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 | $21,977 | $131,835-83.3% | $108,582-79.8% | $273,970-92.0% |
| Participation rate | 30.8% | 83.5%-52.7pp | 79.6%-48.8pp | 83.0%-52.2pp |
| Annual return | -9.15% | -91.57%+82.4pp | -51.70%+42.6pp | 41.46%-50.6pp |
| Employer contribution / active EE | $1,342 | $4,913-72.7% | $3,758-64.3% | $4,869-72.4% |
| Participant deferral / active EE | $1,537 | $5,127-70.0% | $4,311-64.3% | $5,287-70.9% |
| Admin fee / account holder | $13,013 | $10,253+26.9% | $7,645+70.2% | $10,132+28.4% |