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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 | $11,286 | $91,911-87.7% | $68,612-83.6% | $135,380-91.7% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -12.37% | -8.22%-4.2pp | -4.63%-7.7pp | 519.81%-532.2pp |
| Employer contribution / active EE | $2,769 | $3,924-29.4% | $2,625+5.5% | $4,779-42.0% |
| Participant deferral / active EE | $6,612 | $4,315+53.2% | $3,311+99.7% | $5,609+17.9% |
| Admin fee / account holder | $5,208 | $9,240-43.6% | $5,131+1.5% | $10,828-51.9% |