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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 | $9,235 | $166,131-94.4% | $164,975-94.4% | $145,877-93.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | -16.78% | 100.37%-117.1pp | 70.12%-86.9pp | 551.28%-568.1pp |
| Employer contribution / active EE | $3,851 | $5,276-27.0% | $4,343-11.3% | $4,663-17.4% |
| Participant deferral / active EE | $7,194 | $6,962+3.3% | $6,033+19.2% | $6,691+7.5% |
| Admin fee / account holder | $14,028 | $16,648-15.7% | $12,688+10.6% | $13,402+4.7% |