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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 | $22,690 | $98,766-77.0% | $149,730-84.8% | $79,852-71.6% |
| Participation rate | 45.2% | 75.8%-30.6pp | 82.5%-37.3pp | 69.6%-24.5pp |
| Annual return | -18.74% | 27.43%-46.2pp | 276.70%-295.4pp | 31.72%-50.5pp |
| Employer contribution / active EE | $1,160 | $3,217-63.9% | $4,645-75.0% | $2,471-53.1% |
| Participant deferral / active EE | $6,904 | $5,681+21.5% | $6,843+0.9% | $3,740+84.6% |
| Admin fee / account holder | $1,166 | $6,052-80.7% | $9,310-87.5% | $5,306-78.0% |