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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 | $15,856 | $138,075-88.5% | $123,552-87.2% | $135,379-88.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.26% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.0pp |
| Employer contribution / active EE | $1,168 | $5,152-77.3% | $4,628-74.8% | $4,779-75.6% |
| Participant deferral / active EE | $2,575 | $6,800-62.1% | $6,426-59.9% | $5,609-54.1% |
| Admin fee / account holder | $2,325 | $10,917-78.7% | $9,285-75.0% | $10,828-78.5% |