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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 | $9,066 | $211,288-95.7% | $178,540-94.9% | $145,884-93.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | -24.18% | 30.27%-54.5pp | 27.15%-51.3pp | 551.85%-576.0pp |
| Employer contribution / active EE | $3,137 | $4,574-31.4% | $3,953-20.6% | $4,662-32.7% |
| Participant deferral / active EE | $4,462 | $6,967-36.0% | $6,281-29.0% | $6,690-33.3% |
| Admin fee / account holder | $2,604 | $12,105-78.5% | $10,424-75.0% | $13,392-80.6% |