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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 | $10,248 | $39,798-74.2% | $67,704-84.9% | $59,633-82.8% |
| Participation rate | 67.7% | 57.4%+10.4pp | 67.5%+0.2pp | 68.7%-0.9pp |
| Annual return | -4.87% | 89.94%-94.8pp | 25.41%-30.3pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $1,228 | $1,393-11.8% | $2,559-52.0% | $2,203-44.2% |
| Participant deferral / active EE | $2,615 | $2,335+12.0% | $3,585-27.1% | $3,192-18.1% |
| Admin fee / account holder | $1,116 | $3,212-65.2% | $4,255-73.8% | $4,297-74.0% |