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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 | $20,921 | $165,381-87.4% | $149,730-86.0% | $158,966-86.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -5.16% | 348.29%-353.5pp | 276.70%-281.9pp | 302.95%-308.1pp |
| Employer contribution / active EE | $960 | $5,104-81.2% | $4,645-79.3% | $4,762-79.8% |
| Participant deferral / active EE | $6,200 | $7,182-13.7% | $6,843-9.4% | $5,983+3.6% |
| Admin fee / account holder | $25,000 | $10,809+131.3% | $9,310+168.5% | $11,250+122.2% |