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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 | $10,691 | $190,879-94.4% | $160,009-93.3% | $134,532-92.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -25.48% | 552.63%-578.1pp | 408.85%-434.3pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,749 | $4,995-65.0% | $4,225-58.6% | $4,741-63.1% |
| Participant deferral / active EE | $2,800 | $6,924-59.6% | $6,183-54.7% | $6,401-56.3% |
| Admin fee / account holder | $5,780 | $10,495-44.9% | $8,715-33.7% | $11,429-49.4% |