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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 | $10,603 | $92,219-88.5% | $76,767-86.2% | $135,380-92.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -32.80% | 5.46%-38.3pp | 2.43%-35.2pp | 519.81%-552.6pp |
| Employer contribution / active EE | $1,473 | $3,216-54.2% | $2,485-40.7% | $4,779-69.2% |
| Participant deferral / active EE | $5,101 | $4,508+13.1% | $3,852+32.4% | $5,609-9.1% |
| Admin fee / account holder | $326 | $10,749-97.0% | $6,675-95.1% | $10,828-97.0% |