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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 | $13,985 | $138,076-89.9% | $123,553-88.7% | $135,380-89.7% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -12.80% | 153.70%-166.5pp | 119.21%-132.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $1,367 | $5,152-73.5% | $4,628-70.5% | $4,779-71.4% |
| Participant deferral / active EE | $4,315 | $6,800-36.5% | $6,426-32.9% | $5,609-23.1% |
| Admin fee / account holder | $5,004 | $10,917-54.2% | $9,284-46.1% | $10,828-53.8% |