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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 | $11,238 | $95,975-88.3% | $74,552-84.9% | $135,382-91.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -29.83% | 56.96%-86.8pp | 32.53%-62.4pp | 519.77%-549.6pp |
| Employer contribution / active EE | $1,477 | $2,716-45.6% | $1,961-24.7% | $4,779-69.1% |
| Participant deferral / active EE | $3,239 | $3,844-15.7% | $3,108+4.2% | $5,609-42.2% |
| Admin fee / account holder | $654 | $6,522-90.0% | $5,060-87.1% | $10,829-94.0% |