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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 | $14,316 | $95,975-85.1% | $74,549-80.8% | $135,379-89.4% |
| Participation rate | 52.6% | 75.7%-23.0pp | 69.1%-16.5pp | 82.6%-30.0pp |
| Annual return | -15.19% | 56.96%-72.2pp | 32.53%-47.7pp | 519.79%-535.0pp |
| Employer contribution / active EE | $1,312 | $2,716-51.7% | $1,961-33.1% | $4,779-72.5% |
| Participant deferral / active EE | $3,713 | $3,844-3.4% | $3,108+19.4% | $5,609-33.8% |
| Admin fee / account holder | $842 | $6,522-87.1% | $5,059-83.4% | $10,828-92.2% |