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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 | $19,067 | $138,076-86.2% | $123,553-84.6% | $135,380-85.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.41% | 153.70%-165.1pp | 119.21%-130.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,464 | $5,152-52.2% | $4,628-46.8% | $4,779-48.4% |
| Participant deferral / active EE | $7,266 | $6,800+6.9% | $6,426+13.1% | $5,609+29.5% |
| Admin fee / account holder | $1,570 | $10,917-85.6% | $9,284-83.1% | $10,828-85.5% |