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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 | $18,383 | $89,367-79.4% | $141,191-87.0% | $72,975-74.8% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | -16.67% | 111.87%-128.5pp | 71.41%-88.1pp | 81.01%-97.7pp |
| Employer contribution / active EE | $2,587 | $3,115-16.9% | $4,736-45.4% | $2,440+6.0% |
| Participant deferral / active EE | $6,442 | $5,419+18.9% | $6,710-4.0% | $3,608+78.6% |
| Admin fee / account holder | $1,389 | $5,957-76.7% | $10,264-86.5% | $5,124-72.9% |