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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 | $14,359 | $105,861-86.4% | $90,756-84.2% | $134,509-89.3% |
| Participation rate | 63.2% | 78.2%-15.1pp | 75.7%-12.5pp | 81.2%-18.1pp |
| Annual return | -42.52% | -10.99%-31.5pp | -12.16%-30.4pp | 418.13%-460.7pp |
| Employer contribution / active EE | $1,028 | $3,463-70.3% | $2,922-64.8% | $4,741-78.3% |
| Participant deferral / active EE | $1,656 | $5,217-68.3% | $4,565-63.7% | $6,400-74.1% |
| Admin fee / account holder | $2,693 | $13,938-80.7% | $8,445-68.1% | $11,427-76.4% |