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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 | $8,603 | $135,645-93.7% | $110,243-92.2% | $135,380-93.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -16.08% | 513.24%-529.3pp | 314.76%-330.8pp | 519.81%-535.9pp |
| Employer contribution / active EE | $1,333 | $4,907-72.8% | $3,827-65.2% | $4,779-72.1% |
| Participant deferral / active EE | $1,671 | $5,507-69.7% | $4,672-64.2% | $5,609-70.2% |
| Admin fee / account holder | $4,417 | $11,458-61.5% | $8,548-48.3% | $10,828-59.2% |