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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 | $9,123 | $75,935-88.0% | $60,547-84.9% | $125,388-92.7% |
| Participation rate | 57.1% | 76.5%-19.4pp | 68.0%-10.8pp | 83.2%-26.0pp |
| Annual return | -30.13% | -5.38%-24.8pp | 335.64%-365.8pp | 282.24%-312.4pp |
| Employer contribution / active EE | $2,115 | $3,438-38.5% | $2,419-12.6% | $4,866-56.5% |
| Participant deferral / active EE | $2,601 | $4,506-42.3% | $3,328-21.8% | $5,352-51.4% |
| Admin fee / account holder | $3,968 | $6,768-41.4% | $4,536-12.5% | $9,541-58.4% |