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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 | $10,924 | $138,075-92.1% | $123,552-91.2% | $135,379-91.9% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -23.40% | 153.70%-177.1pp | 119.20%-142.6pp | 519.79%-543.2pp |
| Employer contribution / active EE | $1,281 | $5,152-75.1% | $4,628-72.3% | $4,779-73.2% |
| Participant deferral / active EE | $5,060 | $6,800-25.6% | $6,426-21.3% | $5,609-9.8% |
| Admin fee / account holder | $421 | $10,917-96.1% | $9,285-95.5% | $10,828-96.1% |