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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 | $14,381 | $138,075-89.6% | $123,552-88.4% | $135,379-89.4% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -10.19% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $3,333 | $5,152-35.3% | $4,628-28.0% | $4,779-30.2% |
| Participant deferral / active EE | $9,108 | $6,800+34.0% | $6,426+41.7% | $5,609+62.4% |
| Admin fee / account holder | $7,761 | $10,917-28.9% | $9,285-16.4% | $10,828-28.3% |