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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 | $210,698-95.7% | $178,014-94.9% | $145,959-93.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | -24.18% | 386.27%-410.5pp | 294.80%-319.0pp | 561.95%-586.1pp |
| Employer contribution / active EE | $3,137 | $4,567-31.3% | $3,950-20.6% | $4,661-32.7% |
| Participant deferral / active EE | $4,462 | $6,958-35.9% | $6,276-28.9% | $6,689-33.3% |
| Admin fee / account holder | $2,604 | $12,016-78.3% | $10,362-74.9% | $13,398-80.6% |