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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 | $10,010 | $90,486-88.9% | $78,676-87.3% | $273,972-96.3% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | -9.59% | 75.62%-85.2pp | 62.19%-71.8pp | 41.46%-51.0pp |
| Employer contribution / active EE | $1,753 | $3,175-44.8% | $2,850-38.5% | $4,869-64.0% |
| Participant deferral / active EE | $1,633 | $3,901-58.1% | $3,517-53.6% | $5,287-69.1% |
| Admin fee / account holder | $8,569 | $5,263+62.8% | $4,510+90.0% | $10,133-15.4% |