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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 | $8,438 | $136,307-93.8% | $106,619-92.1% | $273,972-96.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | -69.30% | 11.05%-80.4pp | 9.42%-78.7pp | 41.46%-110.8pp |
| Employer contribution / active EE | $2,240 | $5,190-56.8% | $3,947-43.2% | $4,869-54.0% |
| Participant deferral / active EE | $4,480 | $4,969-9.9% | $3,930+14.0% | $5,287-15.3% |
| Admin fee / account holder | $45,467 | $8,625+427.2% | $6,418+608.4% | $10,133+348.7% |