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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 | $11,730 | $106,923-89.0% | $84,023-86.0% | $152,909-92.3% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | -36.69% | 105.02%-141.7pp | 71.32%-108.0pp | 345.46%-382.2pp |
| Employer contribution / active EE | $953 | $2,735-65.2% | $1,984-52.0% | $4,764-80.0% |
| Participant deferral / active EE | $4,974 | $4,013+23.9% | $3,239+53.5% | $5,851-15.0% |
| Admin fee / account holder | $5,596 | $8,289-32.5% | $6,102-8.3% | $11,601-51.8% |