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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 | $14,476 | $138,076-89.5% | $123,553-88.3% | $135,380-89.3% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -10.49% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $2,240 | $5,152-56.5% | $4,628-51.6% | $4,779-53.1% |
| Participant deferral / active EE | $7,831 | $6,800+15.2% | $6,426+21.9% | $5,609+39.6% |
| Admin fee / account holder | $1,907 | $10,917-82.5% | $9,284-79.5% | $10,828-82.4% |