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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 | $9,173 | $138,075-93.4% | $123,552-92.6% | $135,379-93.2% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -22.01% | 153.70%-175.7pp | 119.20%-141.2pp | 519.79%-541.8pp |
| Employer contribution / active EE | $2,731 | $5,152-47.0% | $4,628-41.0% | $4,779-42.9% |
| Participant deferral / active EE | $3,465 | $6,800-49.0% | $6,426-46.1% | $5,609-38.2% |
| Admin fee / account holder | $350 | $10,917-96.8% | $9,285-96.2% | $10,828-96.8% |