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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 | $17,517 | $82,674-78.8% | $125,363-86.0% | $68,495-74.4% |
| Participation rate | 64.4% | 75.0%-10.6pp | 82.4%-18.0pp | 67.9%-3.5pp |
| Annual return | -19.62% | -5.97%-13.7pp | 572.15%-591.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,671 | $3,382-50.6% | $4,815-65.3% | $2,596-35.7% |
| Participant deferral / active EE | $4,994 | $6,111-18.3% | $7,447-32.9% | $4,028+24.0% |
| Admin fee / account holder | $3,446 | $6,276-45.1% | $10,005-65.6% | $5,403-36.2% |