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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 | $16,958 | $92,219-81.6% | $76,767-77.9% | $135,380-87.5% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -19.09% | 5.46%-24.5pp | 2.43%-21.5pp | 519.81%-538.9pp |
| Employer contribution / active EE | $2,015 | $3,216-37.3% | $2,485-18.9% | $4,779-57.8% |
| Participant deferral / active EE | $8,826 | $4,508+95.8% | $3,852+129.2% | $5,609+57.4% |
| Admin fee / account holder | $7,183 | $10,749-33.2% | $6,675+7.6% | $10,828-33.7% |