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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 | $13,598 | $138,076-90.2% | $123,553-89.0% | $135,380-90.0% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -21.37% | 153.70%-175.1pp | 119.21%-140.6pp | 519.81%-541.2pp |
| Employer contribution / active EE | $1,190 | $5,152-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $2,593 | $6,800-61.9% | $6,426-59.6% | $5,609-53.8% |
| Admin fee / account holder | $333 | $10,917-97.0% | $9,284-96.4% | $10,828-96.9% |