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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 | $13,550 | $97,732-86.1% | $83,831-83.8% | $135,380-90.0% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -16.83% | 1287.56%-1304.4pp | 850.99%-867.8pp | 519.81%-536.6pp |
| Employer contribution / active EE | $3,239 | $4,222-23.3% | $3,631-10.8% | $4,779-32.2% |
| Participant deferral / active EE | $4,607 | $4,683-1.6% | $4,082+12.9% | $5,609-17.9% |
| Admin fee / account holder | $3,044 | $6,675-54.4% | $5,479-44.4% | $10,828-71.9% |