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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 | $20,608 | $69,774-70.5% | $67,575-69.5% | $74,459-72.3% |
| Participation rate | 55.1% | 71.4%-16.3pp | 72.9%-17.8pp | 67.2%-12.1pp |
| Annual return | 11.26% | -40.53%+51.8pp | 3528.98%-3517.7pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $660 | $2,710-75.7% | $2,736-75.9% | $2,626-74.9% |
| Participant deferral / active EE | $1,638 | $3,636-55.0% | $4,003-59.1% | $4,350-62.3% |
| Admin fee / account holder | $2,192 | $890+146.4% | $3,993-45.1% | $1,945+12.7% |