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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 | $11,641 | $138,076-91.6% | $123,553-90.6% | $135,380-91.4% |
| Participation rate | 47.4% | 84.7%-37.4pp | 82.3%-34.9pp | 82.6%-35.3pp |
| Annual return | -10.77% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $956 | $5,152-81.4% | $4,628-79.3% | $4,779-80.0% |
| Participant deferral / active EE | $2,861 | $6,800-57.9% | $6,426-55.5% | $5,609-49.0% |
| Admin fee / account holder | $752 | $10,917-93.1% | $9,284-91.9% | $10,828-93.1% |