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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 | $16,777 | $82,678-79.7% | $125,391-86.6% | $68,490-75.5% |
| Participation rate | 59.3% | 75.1%-15.8pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -20.93% | -5.97%-15.0pp | 572.41%-593.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $748 | $3,382-77.9% | $4,816-84.5% | $2,597-71.2% |
| Participant deferral / active EE | $4,540 | $6,111-25.7% | $7,448-39.0% | $4,028+12.7% |
| Admin fee / account holder | $2,133 | $6,277-66.0% | $10,009-78.7% | $5,403-60.5% |