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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 | $11,381 | $162,785-93.0% | $133,959-91.5% | $158,950-92.8% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | -2.42% | 41.94%-44.4pp | 45.09%-47.5pp | 302.91%-305.3pp |
| Employer contribution / active EE | $1,131 | $4,975-77.3% | $3,919-71.1% | $4,762-76.2% |
| Participant deferral / active EE | $2,111 | $5,910-64.3% | $5,047-58.2% | $5,983-64.7% |
| Admin fee / account holder | $101,373 | $11,738+763.6% | $8,928+1035.4% | $11,248+801.2% |