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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 | $13,923 | $57,352-75.7% | $83,831-83.4% | $64,173-78.3% |
| Participation rate | 58.0% | 68.6%-10.6pp | 76.1%-18.1pp | 69.6%-11.6pp |
| Annual return | -12.85% | 11.38%-24.2pp | 850.99%-863.8pp | 7.63%-20.5pp |
| Employer contribution / active EE | $2,049 | $2,546-19.5% | $3,631-43.6% | $2,381-13.9% |
| Participant deferral / active EE | $3,252 | $2,993+8.6% | $4,082-20.3% | $3,470-6.3% |
| Admin fee / account holder | $1,675 | $4,046-58.6% | $5,479-69.4% | $4,887-65.7% |