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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 | $13,372 | $138,075-90.3% | $123,552-89.2% | $135,379-90.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -37.39% | 153.70%-191.1pp | 119.20%-156.6pp | 519.79%-557.2pp |
| Employer contribution / active EE | $1,032 | $5,152-80.0% | $4,628-77.7% | $4,779-78.4% |
| Participant deferral / active EE | $6,136 | $6,800-9.8% | $6,426-4.5% | $5,609+9.4% |
| Admin fee / account holder | $4,614 | $10,917-57.7% | $9,285-50.3% | $10,828-57.4% |