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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 | $28,957 | $99,994-71.0% | $146,643-80.3% | $85,847-66.3% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.7pp |
| Annual return | -20.12% | 18.93%-39.1pp | 22.75%-42.9pp | 318.61%-338.7pp |
| Employer contribution / active EE | $1,183 | $2,559-53.8% | $4,137-71.4% | $2,565-53.9% |
| Participant deferral / active EE | $5,280 | $4,006+31.8% | $5,506-4.1% | $3,952+33.6% |
| Admin fee / account holder | $7,570 | $7,703-1.7% | $10,280-26.4% | $6,261+20.9% |