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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 | $16,743 | $54,717-69.4% | $86,216-80.6% | $71,511-76.6% |
| Participation rate | 25.9% | 60.1%-34.2pp | 69.0%-43.1pp | 67.9%-42.1pp |
| Annual return | -25.34% | 20.07%-45.4pp | 1169.42%-1194.8pp | 28.86%-54.2pp |
| Employer contribution / active EE | $396 | $1,267-68.7% | $2,382-83.4% | $2,589-84.7% |
| Participant deferral / active EE | $1,953 | $3,110-37.2% | $3,986-51.0% | $4,291-54.5% |
| Admin fee / account holder | $5,061 | $1,922+163.3% | $6,853-26.2% | $1,588+218.6% |