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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 | $3,578 | $67,396-94.7% | $60,919-94.1% | $134,545-97.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -21.78% | 50.12%-71.9pp | 16.96%-38.7pp | 418.37%-440.2pp |
| Employer contribution / active EE | $2,025 | $3,101-34.7% | $2,704-25.1% | $4,742-57.3% |
| Participant deferral / active EE | $2,777 | $4,534-38.7% | $3,814-27.2% | $6,401-56.6% |
| Admin fee / account holder | $5,838 | $4,590+27.2% | $3,228+80.9% | $11,431-48.9% |