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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 | $14,276 | $95,975-85.1% | $74,549-80.8% | $135,379-89.5% |
| Participation rate | 68.4% | 75.7%-7.2pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -12.17% | 56.96%-69.1pp | 32.53%-44.7pp | 519.79%-532.0pp |
| Employer contribution / active EE | $886 | $2,716-67.4% | $1,961-54.8% | $4,779-81.5% |
| Participant deferral / active EE | $1,597 | $3,844-58.5% | $3,108-48.6% | $5,609-71.5% |
| Admin fee / account holder | $926 | $6,522-85.8% | $5,059-81.7% | $10,828-91.4% |