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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 | $15,861 | $138,076-88.5% | $123,553-87.2% | $135,380-88.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -49.01% | 153.70%-202.7pp | 119.21%-168.2pp | 519.81%-568.8pp |
| Employer contribution / active EE | $2,633 | $5,152-48.9% | $4,628-43.1% | $4,779-44.9% |
| Participant deferral / active EE | $4,292 | $6,800-36.9% | $6,426-33.2% | $5,609-23.5% |
| Admin fee / account holder | $4,187 | $10,917-61.6% | $9,284-54.9% | $10,828-61.3% |