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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 | $10,928 | $138,075-92.1% | $123,552-91.2% | $135,379-91.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.64% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $3,432 | $5,152-33.4% | $4,628-25.8% | $4,779-28.2% |
| Participant deferral / active EE | $7,151 | $6,800+5.2% | $6,426+11.3% | $5,609+27.5% |
| Admin fee / account holder | $368 | $10,917-96.6% | $9,285-96.0% | $10,828-96.6% |