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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 | $13,049 | $99,032-86.8% | $80,022-83.7% | $135,379-90.4% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -14.76% | 15.39%-30.1pp | 11.22%-26.0pp | 519.79%-534.5pp |
| Employer contribution / active EE | $1,154 | $3,043-62.1% | $2,468-53.2% | $4,779-75.8% |
| Participant deferral / active EE | $2,906 | $4,282-32.1% | $3,686-21.2% | $5,609-48.2% |
| Admin fee / account holder | $440 | $10,436-95.8% | $6,521-93.3% | $10,828-95.9% |