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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 | $13,324 | $138,076-90.4% | $123,553-89.2% | $135,380-90.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -28.49% | 153.70%-182.2pp | 119.21%-147.7pp | 519.81%-548.3pp |
| Employer contribution / active EE | $1,924 | $5,152-62.7% | $4,628-58.4% | $4,779-59.7% |
| Participant deferral / active EE | $7,642 | $6,800+12.4% | $6,426+18.9% | $5,609+36.2% |
| Admin fee / account holder | $5,357 | $10,917-50.9% | $9,284-42.3% | $10,828-50.5% |