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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 | $23,035 | $91,559-74.8% | $133,959-82.8% | $79,858-71.2% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.7pp |
| Annual return | -8.50% | 61.85%-70.3pp | 45.09%-53.6pp | 31.72%-40.2pp |
| Employer contribution / active EE | $886 | $2,384-62.8% | $3,919-77.4% | $2,471-64.1% |
| Participant deferral / active EE | $2,762 | $3,734-26.0% | $5,047-45.3% | $3,740-26.2% |
| Admin fee / account holder | $8,103 | $6,321+28.2% | $8,928-9.2% | $5,306+52.7% |