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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 | $12,662 | $162,821-92.2% | $133,978-90.5% | $158,982-92.0% |
| Participation rate | 47.1% | 83.2%-36.2pp | 79.8%-32.8pp | 82.0%-34.9pp |
| Annual return | -87.58% | 41.95%-129.5pp | 45.10%-132.7pp | 302.99%-390.6pp |
| Employer contribution / active EE | $1,077 | $4,976-78.4% | $3,919-72.5% | $4,763-77.4% |
| Participant deferral / active EE | $3,373 | $5,910-42.9% | $5,047-33.2% | $5,983-43.6% |
| Admin fee / account holder | $1,147 | $11,742-90.2% | $8,930-87.2% | $11,252-89.8% |