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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 | $14,228 | $82,674-82.8% | $125,381-88.7% | $68,486-79.2% |
| Participation rate | 53.1% | 75.1%-21.9pp | 82.4%-29.3pp | 67.9%-14.8pp |
| Annual return | -21.72% | -5.97%-15.8pp | 572.31%-594.0pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,181 | $3,382-35.5% | $4,815-54.7% | $2,597-16.0% |
| Participant deferral / active EE | $3,198 | $6,111-47.7% | $7,448-57.1% | $4,028-20.6% |
| Admin fee / account holder | $1,276 | $6,277-79.7% | $10,007-87.3% | $5,404-76.4% |