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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 | $10,513 | $138,075-92.4% | $123,552-91.5% | $135,379-92.2% |
| Participation rate | 52.2% | 84.7%-32.6pp | 82.3%-30.1pp | 82.6%-30.5pp |
| Annual return | -12.50% | 153.70%-166.2pp | 119.20%-131.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $1,287 | $5,152-75.0% | $4,628-72.2% | $4,779-73.1% |
| Participant deferral / active EE | $3,700 | $6,800-45.6% | $6,426-42.4% | $5,609-34.0% |
| Admin fee / account holder | $529 | $10,917-95.2% | $9,285-94.3% | $10,828-95.1% |