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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 | $10,819 | $82,674-86.9% | $125,381-91.4% | $68,486-84.2% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -23.34% | -5.97%-17.4pp | 572.31%-595.7pp | -7.85%-15.5pp |
| Employer contribution / active EE | $2,306 | $3,382-31.8% | $4,815-52.1% | $2,597-11.2% |
| Participant deferral / active EE | $3,921 | $6,111-35.8% | $7,448-47.4% | $4,028-2.6% |
| Admin fee / account holder | $1,615 | $6,277-74.3% | $10,007-83.9% | $5,404-70.1% |