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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 | $16,010 | $94,529-83.1% | $140,019-88.6% | $64,181-75.1% |
| Participation rate | 60.8% | 84.1%-23.3pp | 87.5%-26.7pp | 69.6%-8.8pp |
| Annual return | -12.93% | 7.77%-20.7pp | 651.15%-664.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $1,312 | $3,812-65.6% | $5,605-76.6% | $2,381-44.9% |
| Participant deferral / active EE | $4,017 | $5,250-23.5% | $6,927-42.0% | $3,470+15.8% |
| Admin fee / account holder | $1,842 | $6,741-72.7% | $10,705-82.8% | $4,887-62.3% |