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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 | $16,151 | $94,529-82.9% | $140,019-88.5% | $64,173-74.8% |
| Participation rate | 62.1% | 84.1%-22.0pp | 87.5%-25.4pp | 69.6%-7.5pp |
| Annual return | -14.54% | 7.77%-22.3pp | 651.15%-665.7pp | 7.63%-22.2pp |
| Employer contribution / active EE | $2,106 | $3,812-44.8% | $5,605-62.4% | $2,381-11.6% |
| Participant deferral / active EE | $4,690 | $5,250-10.7% | $6,927-32.3% | $3,470+35.2% |
| Admin fee / account holder | $993 | $6,741-85.3% | $10,705-90.7% | $4,887-79.7% |