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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 | $16,953 | $135,956-87.5% | $123,894-86.3% | $273,972-93.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -1.15% | 56.63%-57.8pp | 47.52%-48.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $1,004 | $5,170-80.6% | $4,617-78.3% | $4,869-79.4% |
| Participant deferral / active EE | $2,411 | $6,343-62.0% | $5,984-59.7% | $5,287-54.4% |
| Admin fee / account holder | $13,749 | $9,817+40.0% | $8,357+64.5% | $10,133+35.7% |