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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 | $25,637 | $162,821-84.3% | $133,978-80.9% | $158,982-83.9% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | -9.65% | 41.95%-51.6pp | 45.10%-54.7pp | 302.99%-312.6pp |
| Employer contribution / active EE | $1,499 | $4,976-69.9% | $3,919-61.8% | $4,763-68.5% |
| Participant deferral / active EE | $4,500 | $5,910-23.9% | $5,047-10.8% | $5,983-24.8% |
| Admin fee / account holder | $35,407 | $11,742+201.5% | $8,930+296.5% | $11,252+214.7% |