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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 | $11,908 | $57,352-79.2% | $83,830-85.8% | $64,173-81.4% |
| Participation rate | 47.2% | 68.6%-21.4pp | 76.1%-28.9pp | 69.6%-22.3pp |
| Annual return | -14.76% | 11.38%-26.1pp | 850.97%-865.7pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,361 | $2,546-46.5% | $3,631-62.5% | $2,381-42.8% |
| Participant deferral / active EE | $2,414 | $2,993-19.3% | $4,082-40.9% | $3,470-30.4% |
| Admin fee / account holder | $391 | $4,046-90.3% | $5,479-92.9% | $4,887-92.0% |