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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 | $13,276 | $162,785-91.8% | $133,959-90.1% | $158,950-91.6% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | -0.33% | 41.94%-42.3pp | 45.09%-45.4pp | 302.91%-303.2pp |
| Employer contribution / active EE | $2,809 | $4,975-43.5% | $3,919-28.3% | $4,762-41.0% |
| Participant deferral / active EE | $3,133 | $5,910-47.0% | $5,047-37.9% | $5,983-47.6% |
| Admin fee / account holder | $120,419 | $11,738+925.9% | $8,928+1248.8% | $11,248+970.5% |