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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 | $10,948 | $82,674-86.8% | $125,363-91.3% | $68,495-84.0% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.4%-23.8pp | 67.9%-9.3pp |
| Annual return | -31.02% | -5.97%-25.1pp | 572.15%-603.2pp | -7.84%-23.2pp |
| Employer contribution / active EE | $2,149 | $3,382-36.4% | $4,815-55.4% | $2,596-17.2% |
| Participant deferral / active EE | $4,604 | $6,111-24.7% | $7,447-38.2% | $4,028+14.3% |
| Admin fee / account holder | $509 | $6,276-91.9% | $10,005-94.9% | $5,403-90.6% |