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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 | $13,378 | $211,224-93.7% | $178,505-92.5% | $145,897-90.8% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | -61.02% | 30.28%-91.3pp | 27.16%-88.2pp | 552.29%-613.3pp |
| Employer contribution / active EE | $1,493 | $4,577-67.4% | $3,955-62.3% | $4,663-68.0% |
| Participant deferral / active EE | $6,703 | $6,966-3.8% | $6,280+6.7% | $6,689+0.2% |
| Admin fee / account holder | $7,693 | $12,109-36.5% | $10,428-26.2% | $13,390-42.5% |