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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 | $11,563 | $57,352-79.8% | $83,831-86.2% | $64,173-82.0% |
| Participation rate | 45.2% | 68.6%-23.4pp | 76.1%-31.0pp | 69.6%-24.4pp |
| Annual return | -18.23% | 11.38%-29.6pp | 850.99%-869.2pp | 7.63%-25.9pp |
| Employer contribution / active EE | $1,502 | $2,546-41.0% | $3,631-58.6% | $2,381-36.9% |
| Participant deferral / active EE | $2,202 | $2,993-26.4% | $4,082-46.1% | $3,470-36.5% |
| Admin fee / account holder | $962 | $4,046-76.2% | $5,479-82.4% | $4,887-80.3% |