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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 | $10,637 | $133,981-92.1% | $112,249-90.5% | $134,532-92.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -42.48% | 47.16%-89.6pp | 27.48%-70.0pp | 418.27%-460.7pp |
| Employer contribution / active EE | $2,174 | $4,040-46.2% | $3,636-40.2% | $4,741-54.1% |
| Participant deferral / active EE | $3,053 | $5,292-42.3% | $4,729-35.4% | $6,401-52.3% |
| Admin fee / account holder | $563 | $7,492-92.5% | $6,412-91.2% | $11,429-95.1% |