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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 | $17,733 | $138,072-87.2% | $123,549-85.6% | $135,382-86.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -15.14% | 153.69%-168.8pp | 119.20%-134.3pp | 519.77%-534.9pp |
| Employer contribution / active EE | $2,290 | $5,152-55.5% | $4,628-50.5% | $4,779-52.1% |
| Participant deferral / active EE | $3,422 | $6,799-49.7% | $6,426-46.8% | $5,609-39.0% |
| Admin fee / account holder | $1,204 | $10,917-89.0% | $9,284-87.0% | $10,829-88.9% |