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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 | $9,790 | $138,072-92.9% | $123,549-92.1% | $135,382-92.8% |
| Participation rate | 52.6% | 84.7%-32.1pp | 82.3%-29.7pp | 82.6%-30.0pp |
| Annual return | -28.79% | 153.69%-182.5pp | 119.20%-148.0pp | 519.77%-548.6pp |
| Employer contribution / active EE | $1,310 | $5,152-74.6% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $3,401 | $6,799-50.0% | $6,426-47.1% | $5,609-39.4% |
| Admin fee / account holder | $661 | $10,917-93.9% | $9,284-92.9% | $10,829-93.9% |