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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 | $14,050 | $100,792-86.1% | $86,691-83.8% | $134,509-89.6% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -29.85% | 29.08%-58.9pp | 35.94%-65.8pp | 418.13%-448.0pp |
| Employer contribution / active EE | $2,890 | $3,491-17.2% | $2,837+1.9% | $4,741-39.0% |
| Participant deferral / active EE | $8,993 | $5,339+68.4% | $4,656+93.2% | $6,400+40.5% |
| Admin fee / account holder | $2,820 | $10,924-74.2% | $7,492-62.4% | $11,427-75.3% |