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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 | $11,127 | $138,076-91.9% | $123,553-91.0% | $135,380-91.8% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -10.17% | 153.70%-163.9pp | 119.21%-129.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,931 | $5,152-62.5% | $4,628-58.3% | $4,779-59.6% |
| Participant deferral / active EE | $3,100 | $6,800-54.4% | $6,426-51.8% | $5,609-44.7% |
| Admin fee / account holder | $1,478 | $10,917-86.5% | $9,284-84.1% | $10,828-86.3% |