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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 | $11,015 | $138,076-92.0% | $123,553-91.1% | $135,380-91.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -15.81% | 153.70%-169.5pp | 119.21%-135.0pp | 519.81%-535.6pp |
| Employer contribution / active EE | $2,128 | $5,152-58.7% | $4,628-54.0% | $4,779-55.5% |
| Participant deferral / active EE | $4,161 | $6,800-38.8% | $6,426-35.3% | $5,609-25.8% |
| Admin fee / account holder | $6,373 | $10,917-41.6% | $9,284-31.4% | $10,828-41.1% |