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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 | $18,941 | $135,956-86.1% | $123,894-84.7% | $273,972-93.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -3.90% | 56.63%-60.5pp | 47.52%-51.4pp | 41.46%-45.4pp |
| Employer contribution / active EE | $1,454 | $5,170-71.9% | $4,617-68.5% | $4,869-70.1% |
| Participant deferral / active EE | $3,634 | $6,343-42.7% | $5,984-39.3% | $5,287-31.3% |
| Admin fee / account holder | $23,787 | $9,817+142.3% | $8,357+184.6% | $10,133+134.8% |