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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 | $16,218 | $100,805-83.9% | $86,698-81.3% | $134,532-87.9% |
| Participation rate | 31.6% | 79.0%-47.4pp | 76.6%-45.0pp | 81.2%-49.7pp |
| Annual return | -24.06% | 29.09%-53.2pp | 35.95%-60.0pp | 418.27%-442.3pp |
| Employer contribution / active EE | $1,057 | $3,490-69.7% | $2,837-62.7% | $4,741-77.7% |
| Participant deferral / active EE | $2,315 | $5,339-56.6% | $4,656-50.3% | $6,401-63.8% |
| Admin fee / account holder | $1,125 | $10,925-89.7% | $7,493-85.0% | $11,429-90.2% |