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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 | $6,550 | $111,814-94.1% | $103,378-93.7% | $145,978-95.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -8.41% | 24.80%-33.2pp | 24.91%-33.3pp | 550.52%-558.9pp |
| Employer contribution / active EE | $1,985 | $4,215-52.9% | $3,870-48.7% | $4,662-57.4% |
| Participant deferral / active EE | $5,375 | $5,618-4.3% | $5,058+6.3% | $6,690-19.7% |
| Admin fee / account holder | $21,192 | $9,764+117.0% | $8,401+152.3% | $13,400+58.1% |