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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 | $12,516 | $100,811-87.6% | $86,698-85.6% | $134,545-90.7% |
| Participation rate | 55.6% | 79.0%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -25.48% | 29.11%-54.6pp | 35.96%-61.4pp | 418.37%-443.8pp |
| Employer contribution / active EE | $1,049 | $3,490-69.9% | $2,837-63.0% | $4,742-77.9% |
| Participant deferral / active EE | $3,777 | $5,339-29.3% | $4,656-18.9% | $6,401-41.0% |
| Admin fee / account holder | $572 | $10,926-94.8% | $7,492-92.4% | $11,431-95.0% |