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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 | $19,279 | $112,121-82.8% | $95,960-79.9% | $158,966-87.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | -6.57% | 171.16%-177.7pp | 91.63%-98.2pp | 302.95%-309.5pp |
| Employer contribution / active EE | $1,127 | $3,199-64.8% | $2,541-55.6% | $4,762-76.3% |
| Participant deferral / active EE | $2,048 | $4,784-57.2% | $4,167-50.9% | $5,983-65.8% |
| Admin fee / account holder | $85,988 | $10,135+748.4% | $6,797+1165.1% | $11,250+664.3% |