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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 | $13,363 | $69,012-80.6% | $160,037-91.6% | $68,490-80.5% |
| Participation rate | 56.3% | 65.4%-9.2pp | 78.0%-21.7pp | 67.9%-11.6pp |
| Annual return | -22.67% | -9.65%-13.0pp | 408.95%-431.6pp | -7.85%-14.8pp |
| Employer contribution / active EE | $2,954 | $2,212+33.5% | $4,226-30.1% | $2,597+13.8% |
| Participant deferral / active EE | $6,196 | $4,212+47.1% | $6,184+0.2% | $4,028+53.8% |
| Admin fee / account holder | $2,090 | $4,798-56.4% | $8,716-76.0% | $5,403-61.3% |