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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 | $15,033 | $138,076-89.1% | $123,553-87.8% | $135,380-88.9% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -14.67% | 153.70%-168.4pp | 119.21%-133.9pp | 519.81%-534.5pp |
| Employer contribution / active EE | $2,880 | $5,152-44.1% | $4,628-37.8% | $4,779-39.7% |
| Participant deferral / active EE | $11,347 | $6,800+66.9% | $6,426+76.6% | $5,609+102.3% |
| Admin fee / account holder | $446 | $10,917-95.9% | $9,284-95.2% | $10,828-95.9% |