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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 | $17,193 | $135,645-87.3% | $110,243-84.4% | $135,380-87.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -12.52% | 513.24%-525.8pp | 314.76%-327.3pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,176 | $4,907-76.0% | $3,827-69.3% | $4,779-75.4% |
| Participant deferral / active EE | $2,708 | $5,507-50.8% | $4,672-42.0% | $5,609-51.7% |
| Admin fee / account holder | $2,297 | $11,458-80.0% | $8,548-73.1% | $10,828-78.8% |