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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 | $20,053 | $72,404-72.3% | $110,243-81.8% | $64,173-68.8% |
| Participation rate | 68.3% | 73.3%-5.0pp | 79.8%-11.5pp | 69.6%-1.3pp |
| Annual return | -12.95% | -6.29%-6.7pp | 314.76%-327.7pp | 7.63%-20.6pp |
| Employer contribution / active EE | $1,853 | $2,282-18.8% | $3,827-51.6% | $2,381-22.2% |
| Participant deferral / active EE | $6,327 | $3,469+82.4% | $4,672+35.4% | $3,470+82.3% |
| Admin fee / account holder | $1,530 | $5,664-73.0% | $8,548-82.1% | $4,887-68.7% |