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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 | $13,623 | $100,792-86.5% | $86,691-84.3% | $134,509-89.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -56.34% | 29.08%-85.4pp | 35.94%-92.3pp | 418.13%-474.5pp |
| Employer contribution / active EE | $2,208 | $3,491-36.7% | $2,837-22.2% | $4,741-53.4% |
| Participant deferral / active EE | $4,618 | $5,339-13.5% | $4,656-0.8% | $6,400-27.9% |
| Admin fee / account holder | $786 | $10,924-92.8% | $7,492-89.5% | $11,427-93.1% |