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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 | $16,657 | $138,075-87.9% | $123,552-86.5% | $135,379-87.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -17.88% | 153.70%-171.6pp | 119.20%-137.1pp | 519.79%-537.7pp |
| Employer contribution / active EE | $2,053 | $5,152-60.2% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $7,012 | $6,800+3.1% | $6,426+9.1% | $5,609+25.0% |
| Admin fee / account holder | $1,894 | $10,917-82.7% | $9,285-79.6% | $10,828-82.5% |