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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 | $14,259 | $57,352-75.1% | $83,831-83.0% | $64,173-77.8% |
| Participation rate | 49.2% | 68.6%-19.4pp | 76.1%-26.9pp | 69.6%-20.3pp |
| Annual return | -13.06% | 11.38%-24.4pp | 850.99%-864.0pp | 7.63%-20.7pp |
| Employer contribution / active EE | $1,430 | $2,546-43.8% | $3,631-60.6% | $2,381-39.9% |
| Participant deferral / active EE | $2,188 | $2,993-26.9% | $4,082-46.4% | $3,470-37.0% |
| Admin fee / account holder | $339 | $4,046-91.6% | $5,479-93.8% | $4,887-93.1% |