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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 | $16,101 | $82,674-80.5% | $125,363-87.2% | $68,495-76.5% |
| Participation rate | 62.1% | 75.0%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -21.24% | -5.97%-15.3pp | 572.15%-593.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $5,422 | $3,382+60.3% | $4,815+12.6% | $2,596+108.8% |
| Participant deferral / active EE | $11,566 | $6,111+89.3% | $7,447+55.3% | $4,028+187.2% |
| Admin fee / account holder | $2,366 | $6,276-62.3% | $10,005-76.3% | $5,403-56.2% |