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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 | $13,721 | $138,076-90.1% | $123,553-88.9% | $135,380-89.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -18.80% | 153.70%-172.5pp | 119.21%-138.0pp | 519.81%-538.6pp |
| Employer contribution / active EE | $3,783 | $5,152-26.6% | $4,628-18.3% | $4,779-20.8% |
| Participant deferral / active EE | $10,254 | $6,800+50.8% | $6,426+59.6% | $5,609+82.8% |
| Admin fee / account holder | $4,275 | $10,917-60.8% | $9,284-54.0% | $10,828-60.5% |