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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 | $13,972 | $82,674-83.1% | $125,381-88.9% | $68,486-79.6% |
| Participation rate | 52.4% | 75.1%-22.7pp | 82.4%-30.0pp | 67.9%-15.5pp |
| Annual return | -24.09% | -5.97%-18.1pp | 572.31%-596.4pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,091 | $3,382-67.7% | $4,815-77.3% | $2,597-58.0% |
| Participant deferral / active EE | $3,544 | $6,111-42.0% | $7,448-52.4% | $4,028-12.0% |
| Admin fee / account holder | $1,789 | $6,277-71.5% | $10,007-82.1% | $5,404-66.9% |