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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 | $12,035 | $90,486-86.7% | $78,676-84.7% | $273,972-95.6% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | -7.91% | 75.62%-83.5pp | 62.19%-70.1pp | 41.46%-49.4pp |
| Employer contribution / active EE | $1,093 | $3,175-65.6% | $2,850-61.7% | $4,869-77.6% |
| Participant deferral / active EE | $4,371 | $3,901+12.0% | $3,517+24.3% | $5,287-17.3% |
| Admin fee / account holder | $4,585 | $5,263-12.9% | $4,510+1.7% | $10,133-54.7% |