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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 | $12,930 | $100,792-87.2% | $86,691-85.1% | $134,509-90.4% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -21.85% | 29.08%-50.9pp | 35.94%-57.8pp | 418.13%-440.0pp |
| Employer contribution / active EE | $1,209 | $3,491-65.4% | $2,837-57.4% | $4,741-74.5% |
| Participant deferral / active EE | $1,736 | $5,339-67.5% | $4,656-62.7% | $6,400-72.9% |
| Admin fee / account holder | $1,690 | $10,924-84.5% | $7,492-77.4% | $11,427-85.2% |